9/13/2023 0 Comments Time tracking for xero![]() ![]() If the ticket requester’s company name or email ID matches a contact in Xero, you'll be able to see all the associated invoices for that contact/company. Once a ticket has been closed and time-sheets finalized, the agent can select the 'Create Invoice' button to create a draft invoice in Xero. ![]() The Xero admin would simply need to approve this invoice and forward it to the customer for paymentĪgents can use the Freshdesk-Xero app to associate the time-sheets of the tickets they’ve resolved to Xero draft invoices. This rate would therefore be applied to the invoiced line items (timesheet entry) and the total invoice value will be calculated automatically. The time sheet entries can be associated to Xero inventory items that have a selling price set according to the hourly rate that a business wants to charge a customer. Inventory - Specify which Inventory items you want agents to access when creating draft invoices. If 'Sales' does not exist, the first account that exists under 'Revenue' in Xero will be considered default. 'Sales' will always be selected by default. An account needs to be set for those line items that do not have an associated inventory item. Specify which accounts you want agents to access while creating draft invoices. The Chart of Accounts - Freshdesk will pull all account names associated with the Revenue account head in Xero's 'Chart of Accounts'. After you allow access for Freshdesk, you will be redirected back to the Settings tab for Xero (under Admin > Support OperationsApps) inside Freshdesk.Log into your Xero account with the corresponding Xero credentials.You will be redirected to the Xero login page.Enter your Freshdesk account URL and your API key in the following Settings page and then click on the ' Connect to Xero' button.Go to Admin > Support Operations > Apps > Get more apps. ![]()
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