Shortlist–Xero Integration

Overview

Shortlist’s Xero integration enables customers to share specific information between the two systems to leverage the Xero billing system suite.

By entering information in one system, actions can be taken in the other system to reduce time spent doing repetitive tasks like creating invoices, approving payments and more.

Features

Create Invoice

Automatically create an bill in Xero when an action is taken in Shortlist. Send information like payment amount, SOW information and more.

Payment ‘Approved’ Trigger

Trigger specific action in Quickbooks when your Shortlist payment status changes. For instance, auto-generate an invoice when the status changes to ‘Approved’.

Notify Xero User

Configure your Xero to ping appropriate finance staff when a new invoice is created in Xero. This can be triggered by several actions from within Shortlist.

Auto-approve Payments

When you create an invoice in Xero using the same email as a Shortlist contractor, the corresponding Shortlist payment will become ‘Approved’.

Coming Soon: Add Contractors to Xero

Everytime a payment is entered for a new vendor or contractor, a contact is created in Xero. Details of the contact are passed from their Shortlist profile.

Timesheet Approval Trigger

When a manager approves a timesheet in Shortlist, you can trigger an invoice to be created in Xero using the payment amount and type.

Currently a Shortlist customer?

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See Documentation

Shortlist x Xero Integration

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