ACCOUNTING
SOFTWARE
INTEGRATION
FEATURES​
Enjoy the effortless synchronization with Xero, where your completed jobs are automatically transformed into approved invoices, or draft invoices ready for your review and approval. This simplifies your bookkeeping, allowing you to focus on boosting your business's profitability.
By seamlessly integrating iTrade's management software with Xero, you'll save countless hours each month, enabling you to concentrate on growing your business instead of being tied up with administrative tasks.
XERO ACCOUNTING SOFTWARE INTEGRATION FEATURES INCLUDE:
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Seamless Xero integration
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Import existing customer, supplier and material databases
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Import all of your existing Xero general ledger codes
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Optionally modify general ledger codes on a per item basis
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Say goodbye to duplicate entries and errors
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Designed for businesses of all sizes
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Set default invoice due date or modify per customer
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Attach job files, photos, certificates and forms to invoices
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Receive payment while on site by sending an invoice directly from the App
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Set default invoice status (draft or approved) or modify per invoice
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Check the status of an invoice in iTrade
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Edit invoices in iTrade reducing the need to access Xero
WHY WE USE XERO ACCOUNTING SOFTWARE INTEGRATION
iTrade, the gold standard in trade business management software, partners seamlessly with Xero to elevate your trade business. This powerful combination ensures streamlined operations, precise financial management, and robust tools for business growth.
Explore Xero Accounting Software for free to witness the transformative impact on your trade business.
BOOKING CONFIRMATION
Send Text or Email job booking confirmations to your customers or staff. Texts can be sent automatically one, two or three days in advance and your customers replies are imbedded directly into the job notes section along with popup notifications and optional emails.
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