Overview
The leading SaaS and marketplace platform for road transport and logistics.
Helping couriers, hauliers, freight forwarders and owner drivers connect to source more work and become more efficient in management and payment of deliveries. Run a job from quote to invoice, all in a single platform.
As digital leaders, we are creating a ‘plug and play’ world that seamlessly integrates into every business in the industry, creating instant and sustainable value for all.
Our aim is to become the industry standard for collaborative trading and efficient resource allocation. Through our brands Courier Exchange, Haulage Exchange and Integra we can support all businesses in the industry with robust and adaptable solutions.
Our platform's Finance Manager app provides invoicing and billing functionalities tailored specifically for the road freight industry.
Transport Exchange Group + Xero
By integrating, you can streamline your business's accounting practices and avoid rekeying of data by connecting our Finance Manager's Accounts Receivable (AR) module to Xero.
At the click of a button, invoices or credit notes you've raised in AR can be sent straight across to Xero.
Additionally, any customers set up in AR can automatically be carried across.
Getting started
To activate the integration, simply follow the three steps below:
Step 1) Navigate to the 'Settings' > 'Integrations' > 'Accounting Software' area on the Exchange. Select Xero and click 'Login'.
Step 2) Log in with your credentials and grant access to the app for data sharing.
Step 3) Map the items in the lists provided. Login back into the Exchange.
And you're done!
For a more detailed guide, visit the link.
