Can I import my customers from Xero to Commusoft?

Yes, when integrating, you will be prompted to opt in or out of importing all of your customer data from Xero to Commusoft. Customer data will be imported however it is stored. If your customer data is messy in Xero it will then be messy in Commusoft.

If I mark an invoice as paid in Xero will that appear in Commusoft?

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.

If I add an email address to a customer will this also update their contact details in Xero?

Yes; any updates to a customer’s name, title, email address, or property address will update that customer’s contact details in Xero. This removes the need to input manual data twice.

If a customer’s credit terms change do I update this in Commusoft or Xero?

You can make this change against the customer’s account in Commusoft, and we’ll send that change to Xero with the appropriate invoice. This will save you both time and stress!

Do Xero tracking categories work with Commusoft?

We integrate to Xero’s tracking categories and options via Commusoft’s invoice categories; 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. This can be handled in lieu of department codes or cost centers, making your chart of accounts manageable.

Can you assign nominal codes to one invoice?

Yes; and with Commusoft, you can assign multiple nominal codes to a single Xero invoice.

Can the integration pass information if the Xero server is down?

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.

What do I need to integrate with Xero?

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

XERO ACCOUNTING INTEGRATION

Take control of your finances

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

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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.