Beta release of Xero "bills to pay" integration (for personal expenses) and project settings page split into sub-sections.
Included in this release:
- Integration to Xero for personal expenses as "bills to pay" *beta*
- The project settings screen has been split into sections
If you have any feedback or questions please let us know - send an email to email@example.com and one of the team will get back to you quick smart.
Xero integration: Bills to Pay *beta*
We've taken the next step with out Xero integration - with the beta release of integrating personal expenses through to Bills to Pay.
Completing the configuration is as simple as linking up the Tax Types and expense GL Codes from Projectworks to their respective values in Xero - from the Integrations > Accounting screen in the admin section.
Once connected you will have the option to export approved personal expense claims from Projectworks through to Xero, where they will land as draft Bills to Pay.
People from Projectworks will be linked to supplier contacts in Xero, matching on the email address. If there is no supplier in Xero matching the email address of the person from Projectworks then one will be created.
To join the beta programme please contact firstname.lastname@example.org and the team will enable the integration and get you up and running.
Project settings screen simplified
The setting screen has been split into sections, accessed by the tabs beneath the menu. We hope you find this easier to work with than the long scrolling page.
If you have custom fields on your projects you'll see them on the Additional tab.