Overview
Clarity Go is a cloud-based modular software to manage your business contacts, enquiries, pricing of jobs, quotes and track your jobs through to delivered and invoiced business. The powerful pricing engine means that you can price up the simplest or most complex job very quickly. Anyone requiring quotation accuracy and speed will benefit from using Clarity Go. Simply click to progress jobs from order to fulfil customer deliveries. Our MIS software enables profitable sales with our users working much smarter by moving away from manually driven time intensive processes, inefficiencies and unnecessary business costs.
Clarity Go + Xero
Integrating your Clarity Go and Xero accounts enables you to spend less time on accounting, by posting your invoices from Clarity Go directly to Xero. You will also be able to see your Xero account statuses and nominal codes in Clarity Go making it easy to chase money and only supply in credit accounts.
Getting started
To authorise your Clarity Go account integration with Xero, you’ll need to follow the steps outlined below:
- Sign into Clarity Go
- Click on your name in the top right corner of the application
- Click on 'Integrations'
- On the Xero Panel, click Connect. This will re-direct you to the Xero login page where you must enter your Xero credentials. This will then establish the connection successfully and take you back to Clarity Go.
- You will be prompted to allow access to your Xero organisation; if you confirm this, you will be taken back to the Integration page in Clarity Go.
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