Overview
made.simplr is a cloud-based software that helps R&D providers maximize resources and expand their business through process automation. It can eliminate the need for manual claim processing, which can be complicated and time-consuming, and maximizes resource efficiency. made.simplr is easy-to-use and can add value to R&D providers as well as their clients. made.simplr is designed to holistically fulfill the day-to-day needs of accountants, accounting practices, R&D service providers, and their clients. It addresses the pain points of R&D accountants and eliminates much of the administrative tasks related to preparing claims.
made.simplr + Xero
After the creation of the user, we give the option under the user profile settings, to connect the account with the user's Xero account with as many organizations needed. The goal is to facilitate the import of financial information from the client's Xero account into our platform.
When creating a claim, inside the financial section we have listed the possible expenditure categories so to avoid manual input and make the process faster we have the option to import selected invoices and expenses that are listed inside the Xero account. We do not send data back to Xero under any circumstances. All the import is happening manually and in real time.
Getting started
- Select Xero import within the section you are editing
While editing the financial information of your claim, you can select the option to import them from Xero, on the top right of the page. If you haven't already connected your Xero organisation, you'll be prompted to do so.
- Choose what type of information you want to import
When importing data for the employees you have the option to import information from Xero Payroll, or just from your invoices.
- Select any relevant line and click Import. That’s it!
You can choose the lines that correspond to the section your are editing. Click import and everything will be set.
