Xero

WORK[etc] + Xero = 2x Efficiency

WORK[etc] is a powerful, all-in-one business management tool that combines
CRM, Projects, Billing and More.  XERO is the leading, online accounting platform for growing businesses.

When you link Xero with WORK[etc] you have true end-to-end management of your entire business.

The sync between WORK[etc] and Xero occurs automatically in
the background every few minutes as needed. Once setup, there is no user
intervention required to sync invoices from WORK[etc] to Xero.

Currently, best practice is to sync invoices one way, from WORK[etc] to Xero with more options and other scenarios due shortly.

 

The Xero integration is an account wide integration. This means that when you setup the sync, it is active for all user in WORK[etc] as well as Xero.  Any invoices created by any user in WORK[etc] will sync to your Xero account.

Find out more:

Setting up Xero Integration
Using Xero + WORK[etc]

See all

Featured Posts

3 Must-Know Strategies Your Business Needs For Successful Projects

Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.

4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut

Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.

7 Clever Add-Ons That Supercharge Google Drive Productivity

Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.

4 Simple Tips For Max WORKetc CRM Efficiency From Real Users

From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.

WORKetc CRM Success: Celebrating Your Big Wins in 2018

2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo