If sharing financial data with front-line staff is important, you’ll be hard-pressed to find a more useful integration with Xero …
Xero is comprehensive cloud accounting software. Typically access to accounting data is limited to bookkeepers and management, leaving front-line staff without one of the most critical aspects of the business - a financial view of the customer.
Integrate your Xero accounting information, so authorized staff can make informed decisions around how to interact with each client.
When a sale is made and a financial account needed, tap “Link Xero …”.
Solve will provide an option to create a corresponding record in Xero, or link to an existing Xero account, and sync the client’s details over, eliminating double data entry.
Solve will continue to track the client’s Xero transactions in real-time.
Enable the Xero integration in your Solve account
- Tap Settings > Xero
- Authorize Solve’s access to Xero
- Set the users who have access to the integration
Project Cost Management
Recently Xero expanded their software to include Xero Projects. If you’re interested in automatically consolidating bills and invoices from all related records to do things like project costing, please let us know. We’ll champion your use-case with Xero, as they look to create a Xero Projects API.