What does the Xero Integration do?
Ensuring your invoices are accurately uploaded into your accounting software for reconciliation is extremely important.
The FlatRateNOW Xero integration makes it easy to keep your accounting system up to date.
With a few simple clicks in FlatRateNOW, important information such as Customer details & Invoice details are uploaded into Xero.
Data Flow Diagram
Your data will flow between FlatRateNOW & Xero as per the below diagram.
Explanation of Data Diagram:
Customers will sync between FlatRateNOW & Xero.
Chart of Accounts is automatically uploaded into FlatRateNOW from Xero.
Unpaid Invoices will be sent to Xero from FlatRateNOW through a manual approval process.
Unpaid Invoices + Partially Paid Invoices will upload into Xero from FlatRateNOW through a manual approval process.
Fully Paid Invoices will upload into Xero from FlatRateNOW through a manual approval process.
Payments will sync automatically between Xero & FlatRateNOW.