1. Xero and Administrate

2. Agenda
Why Xero?
Integration overview
Invoices
Payments
Credit Notes
Sync Centre

3. Why Xero?

8. Integration Benefits
Seamless synchronisation
means less exporting
manually and more time to
focus on the big things
Manage Invoices and
Financial Documents, all in
one place (no checking that
systems match up)
World-class industry
standard package to
manage your finances,
supported by a community
of experts
Save time Get in control Gain peace of mind

9. Integration overview

10. Setting up

11. All flows
Invoices
Payments
Credit Notes

12. All flows
ADM Xero
Drafts Finalised invoicesInvoices
Credit Notes
Payments

13. All flows
ADM Xero
Drafts Finalised invoicesInvoices
Credit Notes
Payments Paid status Payments

14. All flows
ADM Xero
Drafts Finalised invoices
Credit Note Credit Notes
Invoices
Credit Notes
Payments Paid status Payments

15. All flows
Edits
Edits
Edits
ADM Xero
Drafts Finalised invoices
Paid status Payments
Credit Note Credit Notes
Invoices
Credit Notes
Payments

16. Raise Draft
ADM Xero
Finalise Pushed as Finalised
Send to customer
Receive paymentInvoice marked as paid
Make some adjustmentsAdjustments synced
Invoice and Payments flow

17. Raise credit noteCredit note synced
Customer cancels
Credit Notes flow (1)
ADM Xero
Invoice becomes Cleared

18. Pushed as finalisedDraft invoice
Customer has a pre-
existing credit note to
spend
Credit Notes flow (2)
ADM Xero
Customer receives invoice
Credit is appliedInvoice cleared

19. Invoices

31. Payments

35. Credit Notes

39. Sync Centre

43. Homepage Gadget

44. Thanks!