briefcase

Professional services, Time tracking, and Invoicing and jobs

Job management software for creative businesses - manage activity, contacts, projects, quoting, estimating and billing all in one place.

Overview

Briefcase helps agencies and consultancies manage their workflow from initial brief to final invoice. Briefcase brings together the necessary tools to manage a busy team without having to rely on fragmented data from multiple applications. Our software is tailored to meet the needs of specific roles such as; directors, finance managers, account managers, studio managers and designers.

Explore all features of briefcase

Play Video

briefcase + Xero

Briefcase exports Purchase Orders and Invoices to Xero.

Getting started

<https://support.getbriefcase.net/hc/en-us/articles/216102583-Integrating- with-Xero-Accounting>

Explore how to setup briefcase

Screen Shot 2019 02 15 at 5 09 43 pm Roy Ruiz

0.0

1 Reviews

5 star

(NaN%)

4 star

(NaN%)

3 star

(NaN%)

2 star

(NaN%)

1 star

(NaN%)

Candice Casagrande

Posted

Hi Xero team, I am in accounts for a creative company and we have just started using Projects in Xero to see profitability for Campaigns which main includes direct Costs excl wages at this point. We have a project manager who manages creative staff time across multiple jobs - sometimes campaigns - and their use of timetracking through briefcase is pretty ingrained. Is there any way that Briefcase and Xero Projects talk to eachother? Where any time tracked on the Projects (Campaigns) could link up or be imported? Thanks Candice

Appreciate you raising this, Candice. As you know, there is a way to link up Briefcase and Xero. However, I'd suggest reaching out to Briefcase for more info on whether the integration could work with Projects as it's desigend and devloped by them and they'd have a better idea of the data flow between the software. :)

Additional info