XERO AND CONNECTWORKS
Xero is one of the world's best online accounting systems for small businesses, trusts and other entities. Integration with Connectworks means you can have the access to live up to date financial information from Xero within our collaborative, easy to use cloud-based governance system meaning all the trusts you work with will be perfectly managed.
Connect Xero and Connectworks for a complete financial and governance solution for trusts
Connectworks integrates the key financial information from Xero.
Simply authorise the connection between Xero and Connectworks to be able to pull through the latest balance sheet information.
Once connected from the reports screen in Connectworks will be able to see key financial information from Xero in the Reports section of for the trust in Connectworks.
WHAT IS XERO?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It's all online, so you can work when and where you want to. Just log in with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up to date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
HOW TO CONNECT CONNECTWORKS AND XERO
Log on to Connectworks and go through to the Trusts - Assets and Liabilities tab for the trust you wish to integrate. Under the reports option on the left select Xero, then click “connect to Xero” and follow the instructions. Full details in our support page here.
XERO HQ AND XERO PRACTICE MANAGER/WORKFLOWMAX INTEGRATION
The integration between Xero HQ and XPM will mean that changes of client details made in Connectworks will be reflected in Xero HQ.
We understand Xero will enable changes made in Xero HQ to be reflected in Xero Practice manager/WorkflowMax too.
Firms that use Xero but not XPM will benefit from the planned integration too.
The planned integration will not only take care of syncing client details but also allow Xero HQ users to see notifications of tasks and actions required in Connectworks.
We’ll keep you up to date with progress. More information about Xero HQ can be found here.
Our integration with New Zealand legal practice management system ActionStep enables trust client data to be imported easily into Connectworks to make the setup easy.