Xero is a cloud-based accounting software platform for small businesses. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere, and on any device. Xero offers an ecosystem of over 800 third-party apps and 200 plus connections to banks and other financial partners.
Step 1: To activate invoice forwarding to Xero, go to Settings > Invoices > General and click Edit in the top right corner.
Step 2: Scroll down to the Permissions section and check the box Enable invoice forwarding.
Step 3: Now enter the email address that is connected to your Xero account and choose the status required for the automatic invoice forwarding.
Step 4: Your invoices will be automatically forwarded from Lano to Xero allowing you to automate tasks like reporting, invoicing, and taxation.
Step 5: You can also connect Xero to your bank account, so transactions can flow automatically into Xero each day. This will allow you to track your total cashflow.
Please note: This integration can be personalized based on your company’s needs. For more information on the Xero integration and its setup, please feel free to contact us via email@example.com.