This video guide runs through the process to integrate Xero into Fleet Hire to ensure your invoicing is automatically completed by the Fleet Hire software. Time Stamps0:10 Introduction 0:21 Creating a new contract 0:40 Filling in client and site details 0:53 Main contract sheet created 0:56 Adding an asset 1:20 Attachments 1:47 Changing contract status 2:07 Automatic invoicing showcase 2:18 Creating an invoice 2:40 Picking dates for invoice 3:07 Saving and adding the invoice 3:17 Finance settings and showing Xero integration 3:27 changing options 3:32 Mapping hireable items 3:43 Logging into Xero and connecting to FleetHire 4:01 Syncing Xero with FleetHire data 4:18 Showing Xero syncing with invoice 4:32 Showing invoices within Xero 4:41 Viewing invoice in Xero and approving. 5:06 Viewing profit & Loss in accounting within Xero 5:22 Viewing specific details and applying filters. |
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