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Xero Features

April 29, 2021
Bill Kimball

No Cache – All requests access only live data and no local cache file is created. Developers decide exactly what data gets stored in the cache and when it is updated. Explicit caching provides full control over the cache contents by using explicit execution of CACHE statements.
As a fully managed service that uses the same Postgres …

How To Add Xero Data To A Business Dashboard

How To Add Xero Data To A Business Dashboard

April 28, 2021
Bill Kimball

I have split my sales into different codes and want a total sales figure to show for the MD to see at a glance. I would like to be able to include Contact balances on the Dashboard watch list. Also, as these are balance sheet accounts, I would like to see the total outstanding balance, not just the monthly or YTD balance. To give you an …

Stripe In Xero

Stripe In Xero

April 28, 2021
Bill Kimball

Then Xero will recognise the payment transaction & you can match the bill payment from your Bank Feeds. Xero are considering adding the payment link on the Awaiting Payment invoice page which would mean that forwarding of the invoice is not needed. Review the list of spend transactions already recorded and check the box next to the …

Anz Business One Visa Credit Card Account Feeds In Xero

Anz Business One Visa Credit Card Account Feeds In Xero

April 27, 2021
Bill Kimball

This means that Xero never needs to see the user’s credentials. The integration will also strengthen data sharing security for Capital One small business customers. Additionally, it will grant more control over the financial data that they choose to share. “Together, Xero and Capital One are offering small businesses the …

What Is An Invoice?

What Is An Invoice?

April 27, 2021
Bill Kimball

It will be in Draft status and has to be sent out manually from Xero. Please note, the recipient won’t be able to access the invoice from the PandaDoc document, you need to send the invoice from Xero. Your prospect and customer information lives in Insightly. Insightly Xero integration gives you a complete picture of your business from …

How To Set Up Customers In Xero

How To Set Up Customers In Xero

April 27, 2021
Bill Kimball

Bill.com makes one or two lump-sum withdrawals for the total amount of bills paid on a given day. This withdrawal is located in the Bill.com Money Out Clearing account in Xero.

Xero has the option to delete, which will truly delete records in Xero.
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