Timesheet Portal and Xero give you the power to populate your sales and purchase invoices in Xero using approved time and expense data.
Seamlessly export your client invoices and contractor invoices to Xero with the click of a button. Our Xero integration takes away the time and pain of manually creating invoices in Xero, and gives you the power to generate your invoices in Xero exactly as you would when performing the task manually. You can map entities such as cost centre, client category and more to Xero tracking categories, and use different nominal codes for different types of entities. Clients and vendors are created automatically in Xero, and company details including address are populated in Xero. Exports are initiated with a single click, giving you more time to focus on the things that matter.
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As soon as your sales invoices have been generated in Timesheet Portal, you can export these straight into Xero, with the click of a button. Timesheet Portal can use the Xero generated invoice numbers so you're fully synchronised.
If you are generating self billing invoices for PSCs and Umbrella companies, our integration with Xero will ensure you don't have to manually enter any purchase invoices in Xero. Simply export directly from Timesheet Portal, ready for reconciliation.
Use Timesheet Portal to log your expenses, in the same place your workers log their time and book their holidays. Expenses can be exported to Xero with the click of a button, generating purchase invoices so you can link items to correct nominal codes defined by expense category.
Timesheet Portal provide time & expense tracking and pay & bill for businesses that run projects and recruitment agencies with a contractor workforce. Time and expenses can be submitted on the go through mobile or desktop, and approval is fast and easy, via email or through the application online. For project organisation, our comprehensive reports allow you to manage your projects better by reporting on utilisation and budget usage. Recruitment agencies benefit from a faster pay cycle using our automated invoice generation and reports on margin and consultant commission. Timesheet Portal makes your business run more efficiently by automating your manual pay and bill processes.
Follow these steps to connect your Timesheet Portal account to Xero:
As a minimum, you will need to select a default Xero account code for exporting to, as well as linking your tax rates.
Further details on configuration and exporting to Xero can be found within the Timesheet Portal help guide, under the Xero Integration section.