Introduction to the integration
This integration enables any invoices generated within Equinox to be easily transferred to your Xero accounting software.
How the integration works with Equinox
-
When this functionality is enabled, you have a new option in the Finance tab called ‘Export to Xero’.
-
Here, you can periodically select any invoices from a list within Equinox and click a button, which will send them over to your Xero account as Draft invoices.
-
You can also choose to send a copy of the Equinox invoice whilst exporting – this will then attach as a document in Xero.
-
Any invoices that have been sent to Equinox will be updated to show they are ‘Transferred’ to prevent them from being exported more than once.
-
Before this functionality is enabled, some configuration is required to ensure the information is transferred to your Xero account correctly.
More details about the integration can be found on our Help Centre:
Looking to explore the Equinox product suite in more detail? Head to our IP Management Software page to find the right Equinox product for you.
