XERO

This article relates to the following pro-Forms modules: WORK MANAGER Connecting pro-Forms® to your Xero account lets you keep customers, account codes and tax rates in sync between the two systems, avoiding duplicate data entry. Using the... Read More

This article relates to the following pro-Forms modules: WORK MANAGER To submit an invoice to your accounting package, first locate the invoice using the search tool.  This can be accessed by clicking on the 'Invoices' option... Read More

This article relates to the following pro-Forms modules: WORK MANAGER   Once pro-Forms® is connected to Xero, you can import your existing Xero contacts as customers rather than adding them manually. Using the menu on the left, navigate... Read More

This article relates to the following pro-Forms modules: WORK MANAGER   Importing your Nominal/Account codes from Xero keeps invoicing in pro-Forms® aligned with your existing chart of accounts, so raised invoices post to the correct... Read More

This article relates to the following pro-Forms modules: WORK MANAGER   Importing tax rates from Xero ensures invoices raised in pro-Forms® apply the correct tax codes automatically when submitted to your accounting package. Using the... Read More