Overview
With Workbench and Xero, you can finally get the tools you need to keep track of every project expense in a company. It's never been so easy to list off all your jobs from the start date through the end. And keep everyone on the same page with instant updates. Since time is money, this just makes sense. The days of drawing up a summary sheet before every meeting are over! Workbench will rule the day for a smooth job sale process by integrating all that tedious paperwork into just one cohesive tool. Quickly create invoices using our fast, automated system to get paid faster.
Workbench Project Management + Xero
Workbench automatically syncs all master data from Xero: Suppliers, Clients, GL Accounts, Earning Rates, Payment calendars and so on. This will allow Workbench to create Job Sales invoices and export it to Xero. With Workbench you can fully automate your procurement and AP processes. All data will flow to Xero with one button click. In addition, we will take care of your payroll timesheet and convert all time spend to a timesheet in Xero.
Getting started
The Xero Integration screen is accessed from the main menu in Workbench under the Administration - Data Transfer folder, and gives you a visual overview of configuration for the selected Financial Company.
The configuration for the selected Financial Company is displayed and modified on Xero connection screen, and also to initiate the import sync process with Xero. Data export to Xero is initiated for the respective batch types from Batch Control.
