Some providers use Xero, Myob, Quickbooks or other finance/accounting systems to manage their business financials. Although we don't advocate which finance system is better and make any recommendations we can tell you that some have options to directly import invoices from Careflo into the finance/accounting system.
From Careflo you can point the weekly invoices to a special system email address (as a BCC invoice) so for Xero, Myob and Quickbooks they have a library facility i.e. a depository place that a user can accept files and have their finance system recognise the invoice files. Currently it seems only Xero has an email import feature.
How do the invoices get from Careflo to Xero?
This means every weekly processing all invoices sent from Careflo as an email can be directed to that library account and reconciliation can take place through the finance/accounting system. These systems may sync to your bank and offer auto matching processes making life easier to track reconciliation.
If you do decide to use a finance system like Xero then you have that option. More information about library can be seen here: https://central.xero.com/s/article/Email-a-file-to-your-organisation-s-file-library-Inbox
Create a transaction https://central.xero.com/s/article/Create-a-new-transaction-directly-from-the-file-library
Example link required for Careflo: xero.inbox.skkkg.qgnpx924npxp0@xerofiles.com. You can set his up in your parameters section (Admin ->Parameters) for the parrameter name BCC_INVOICE_TO. Simply replace the TODO value with the email adress given by your finance/accounting system. You can have more than one email address specified in the parameter, just separate each email address with a semi-colon ";". For example: "bcc_invoices@email.com;bcc_accounting@system.com"
Screenshot of BCC_INVOICE_TO parameter
How can I recognise and reconcile the invoices in Xero?
So you have already got invoices pointing to Xero using the BCC_INVOICE_TO parameter. To recognise it in Xero, which makes it easier to auto match future invoices, you need to go to your account and select files which takes you to your email library where all your invoices should be sitting.
Select Files:
Inbox where your invoices from Careflo should be:
Choose Sales invoice and complete whatever fields you need:
The Invoice can now be saved and approved:
The only reason why you recognise invoices in Xero is for balance sheet/P&L and auto matching payments if you have setup a sync to your bank. Plus after recognising the invoices you can use the tool to track your outstandings.
In Careflo you should create an invoice receipt to reduce your outstandings in the invoice ledger when you get paid.