New: Xero Accounting

If sharing financial data with front-line staff is important, you’ll be hard-pressed to find a more useful integration with Xero …

Background

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.

What’s new

Integrate your Xero accounting information, so authorized staff can make informed decisions around how to interact with each client.

Solve CRM Xero Accounting

For staff who have direct access to Xero, they can create and view Xero invoices and bills directly from Solve.
Solve CRM Xero Accounting
With the time feature, staff see how much time the team spent vs. how much time was billed, providing insight into how profitable each project or client is.
Solve CRM Xero Accounting

Everyday workflow

As the CRM, clients are initially captured in Solve, via online forms, Solve’s Gmail Add-on, or directly in-app.

When a sale is made and a financial account needed, tap “Link Xero …”.

Solve CRM Xero Accounting

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 CRM Xero Accounting

Solve will continue to track the client’s Xero transactions in real-time.

Solve CRM Xero Accounting

Enable the Xero integration in your Solve account

  1. Tap Settings > Xero
  2. Authorize Solve’s access to Xero
  3. 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.