(872) 212-3118

Take control of your finances

XERO ACCOUNTING INTEGRATION

Our Xero accounting integration helps teams stay on-top-of all jobs, and the finances that accompany them.

Or book a call with our team today

Xero logo

Optimize your accounts with Commusoft

Reduce costly mistakes

Commusoft will automatically send customers, invoices, payments, credit notes, vendors, vendor invoices, vendor payments, and vendor credit notes.

Audit your records

Keep an eye on everything that's going on in your business with an audit of every record sent between Commusoft and Xero.

Monitor debtors

Keep track of debtors and increase your company cash flow with an organized accounting system.

Get the most from Xero and Commusoft

Our Xero accounting integration streamlines daily operations. When raising an invoice for a job in Commusoft, your accounting information automatically transfers through your Xero accounting integration. You can also import your existing contacts and financial data from Xero into your Commusoft account, allowing your staff to see vital information straight from within the Commusoft app.

 

What is Xero?

Xero is an accounting software system that’s all online, so you can work when and where you want. Just log in to your PC, Mac, or mobile. Your bank statements are automatically imported and categorized, letting you see your cash flow in real-time.

Xero accounting integration FAQs

  • Yes, there is a step in the integration process that prompts you to import all of your customer data from your accounting package or not. If you do import customer data it will import however it is stored, so if the customer data is quite messy in Xero it will then be messy in Commusoft. Note, there is no way to undo this import.

  • Due to many people using their bank feed to reconcile invoices as payments come into their bank, we now have a feature whereby any payments entered into Xero will import to Commusoft as long as the invoice has come from our system.

  • Yes. You are able to toggle this functionality on or off. Any updates to a customer’s name, title, email address, or property address will update that customer’s contact details in Xero too so you will save time by not having to input manual data twice.

  • You can make this change against the customer’s account in Commusoft and we’ll send that change to Xero with the appropriate invoice, saving you time and headaches matching data across.

  • Xero uses tracking categories and options instead of department codes or cost centers. This keeps your chart of accounts manageable. You can have up to 100 tracking options for each tracking category while a tracking category needs at least one tracking option to assign the feature to a transaction. We integrate that via our invoice categories. It’s another layer of reporting that you can apply to drill down where your invoices are coming from. These are fully functional with the Commusoft integration.

  • Yes! And what’s more is that you can assign multiple nominal codes to a single Xero invoice. Most integrations are too simplistic and therefore limited to only assigning one nominal code to an invoice. Commusoft, however, allows you to pass multiple financial figures to the same invoice.

  • Unfortunately, if the Xero server is down or malfunctioning, there is nothing the Commusoft team can do to help. All communication between the two software will stop until the Xero server is back online and it’s recommended that you contact your Xero support team.

  • All you need is a Xero account and a Commusoft account.

    Learn more about Commusoft’s plans and pricing.

Watch a Demo

Or book a call with our team today