Overview
Archdesk's integration with Xero brings together the best of construction project management and accounting. This innovative solution empowers businesses to streamline their financial management with automatic, one-way transfer of financial documents from Archdesk to Xero. Archdesk, renowned for its project management capabilities, creates invoices, tracks financial health per project and cumulatively, and allows for reporting on projected costs versus real spend. With the addition of Xero's robust accounting platform, businesses can benefit from a comprehensive, fully integrated financial management system. Archdesk and Xero, together, help businesses focus on what they do best – build and grow.
Archdesk ERP + Xero
This integration allows Archdesk users to effortlessly sync their financial data with Xero, a powerful accounting system. The one-way integration means that invoices, credit notes, and financial reports created in Archdesk can be transferred to Xero with a single click. This integration is specifically designed to match VAT tax levels and nominal codes between the two systems, ensuring seamless financial management. The integration also supports reverse VAT taxes for sales and purchase invoices. Please note that the Chart of Accounts should be the same in both Archdesk and Xero. For any discrepancies, you can reach out to our support team.
Getting started
To begin, you need to activate the integration between Archdesk and Xero. Navigate to Settings & Preferences -> Integrations -> Activate in Archdesk. Once activated, you'll be prompted to log into your Xero account and match the VAT tax levels and nominal codes. Post activation, Archdesk will automatically transfer invoices to Xero. For first-time integration, Archdesk will attempt to transfer all previous invoices to learn which ones already exist in Xero.
Please remember to approve the transferred invoice drafts in Xero. After the first integration, only new invoices will be automatically transferred. In case of any disruption, simply reactivate the connection by following the provided steps. It's essential to assign invoices and credit notes to specific existing contacts in Archdesk for successful transfer to Xero. If you encounter any issues during the process, contact us at support@archdesk.com.
