SuiteCRM connected to Xero
Create Accounts AND Invoices (ACCREC AND ACCPAY) in Xero from your Detail OR List views in SuiteCRM - no more double entry - Send all your SuiteCRM records to Xero - once there update them TO or FROM Xero, quick links created to those records
#1180 - Amount invoices synched
A quick question, please.
Can you please let me know how long back the sync goes. We have a synced account/client and this works well but it only appears to be synching a selection of invoices. There are over 300 invoices in Xero but on 59 are coming down. I guess it could be that SuiteCrm is not showing them all allowing me to search for them but before we get into the detail are you able to let me know what it should be doing and/or if there are any settings so we can get a better understanding?
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Xero Accounting SuiteCRM Integration
The synergy of Xero and SuiteCRM is a double bonanza, as SuiteCRM Xero Accounting Integration by Fynsis brings a seamless flow of data of customers from inside your CRM to the actual billing and invoicing system in useful handshake so the bills can be generated within CRM.