Xero Integration
Streamline your accounting with BOAhub's Xero integration. Quickly set up the integration and automatically create GL and product codes, ensuring your invoicing process is accurate and efficient. For more details, visit our Xero Integration Resources.
How to Integrate Xero to the BOAhub
Select Customer
Start by selecting the customer you wish to invoice from your list.
Create or Add to Existing Invoice
Choose whether to create a new invoice or add items to an existing one.
Save as Draft or Complete and Email
Decide if you want to save the invoice as a draft for further review or complete it and send it directly to your client via email.
Include Customer-Facing Job Card
Add a detailed job card to the invoice, which will be sent to your client. This ensures all necessary details are clearly communicated.
Automatic Job Card Field Integration
Key fields from the job card are automatically pushed to the Xero invoice, including: Job number, Order number, Hose assemblies, Inventory items, Non-BOA inventory, Travel expenses, & Labour costs.
Xero Invoice Link
A direct link to the Xero invoice is included, providing easy access for both you and your client.
How to connect your Xero Account to the BOAhub
Integrating Xero with BOAhub transforms your invoicing process, enabling seamless management and direct invoicing through the platform. This integration enhances workflow efficiency & financial accuracy. Set up & utilize the Xero integration with the BOAhub, ensuring you maximize its benefits.
Case Study
Troy Coffey, NCJ Earthmoving
"It’s been a great asset. Seriously decreases downtime and helps with asset traceability. Whenever they get on a new machine they just jump straight on the app (The BOAhub), add in what they're doing, bit of a pre-start, how urgent they believe it is. With the “60 Minutes”, “next day”, “scheduled and for later service”, it helps us prioritize what we're doing."
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