Tip#44: Integrate with Xero to manage your financial operations

Tip#44: Integrate with Xero to manage your financial operations



Managing your project finances becomes more efficient with Xero integration in Zoho Sprints. With this integration, you can sync your Zoho Sprints data with Xero. Once you sync them to Xero, you can easily create invoices in Xero. This feature significantly reduces manual effort and the risk of errors.

With the Xero extension installed in your Zoho Sprints workspace, you can:
  • Sync projects and work items directly to Xero
  • Log the work hours and sync them to your Xero account
  • Create invoices in Xero with the synced log hours
  • Streamline your billing process
Let's take an example to understand this integration better. As a project manager, creating invoices and calculating expenses becomes significantly easier when you integrate your tools effectively. If you have a Xero account, you can streamline the invoicing process by installing the Xero extension from the Zoho Sprints Marketplace.

To calculate a project's expenses in Xero, follow these steps:
  1. Sync the project from Zoho Sprints to Xero
    Navigate to the project’s details view in Zoho Sprints, then click the Xero icon in the right panel to initiate the sync.
  2. Sync work items
    Open any work item within the synced project and sync it with Xero.
  3. Add Log hours and sync with Xero
    Add log hours to the work item and ensure the "Add to Xero" option is checked.
Once this setup is complete, the project manager can click on the Xero widget located in the right navigation panel of the entity in Zoho Sprints. Click on the hyperlink in the Xero widget to switch to the corresponding page in Xero, where you can generate invoices.

Refer to this help document for a step-by-step process on how to install the extension and work with it effectively.

Should you have any questions, feel free to drop by in the comments section or send an email to support@zohosprints.com.
 
Thank you,
Zoho Sprints Team

    • Sticky Posts

    • Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints

      Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success.    Laura's plan   Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team and

    • Tip # 3- Working on the Scrum board

      Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board.  Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint.    The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed.  The scrum board

    • Tip#2- Leading you to a Sprint

      Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based on

    • Tip #1- Why swimlanes?

      Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do.   The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific

      • Recent Topics

      • Kit Items Breaking Automations - "Provide mapped components for all kit items"

        This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide

      • Show item Cost value on Item screen

        The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

      • Mark shipment as delivered via api

        Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');

      • Setting Alternative units for an item.

        Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.

      • Zoho Inventory search when adding items to SO/PO, etc.

        I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where

      • Item Group Attributes

        Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products

      • Remove HTML Format - Deluge

        Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush

      • Using multiple languages in template

        I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and

      • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

        Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.

      • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

        Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.

      • About maximum number of requests per minute

        Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests

      • Approval - Report/Views

        Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?

      • "Zoho CRM Integration" option is missing in Zoho Social Settings

        I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.

      • Error 553

        Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgente

      • Create PDFs with Text so that we can copy from a generated PDF

        Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phone

      • How To Insert Data into Zoho Table using Api

        Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which are

      • How do I delete a folder in Marketing Automation?

        Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?

      • Portal Approval Process

        Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of the

      • Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere

        Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integrates

      • Navigation issue — unable to return to Customer page after opening Receipt from Transactions

        Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I

      • Thermal Printer Option Needed for Delivery Challan Templates

        Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very

      • Separate Default Payment Modes for Receipts vs. Payments

        Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default

      • Update/Change GSTIN in GST Settings of zohobooks

        We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual

      • Link Payment Mode and Paid Through Accounts

        For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current

      • Lets enable business to choose the default payment mode

        Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions

      • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

        Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

      • South African Payment Gateways

        Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

      • Has anyone verified if Zoho is PCI compliant?

        We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information

      • Bigin Plugin for Outlook

        Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.

      • Date does not fit the field

        Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the

      • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

        Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t

      • Multi Page/Step Forms in creator

        Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks

      • Package Geometry

        how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?

      • How to create a Master Kanban Board that syncs with Child Projects?

        Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure

      • Writer.. Broken?

        Hello,  Writer has been really good to me during the months I've used it, up until now.  I usually launch the app by tapping the icon and I could immediately pick up where I left off.  Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account.  By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled.  I can't access any of

      • How to access Recruit Variables in a Deluge function?

        I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it did

      • Upon De activate a user what name doe sthe contacts candidates go under?

        When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?

      • Weekly Tips: Customize alerts from your Priority Users

        You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages from

      • Maximum 100 records in Sheet View is limiting. How can I increase this?

        Thanks in advance for any help with this. There was a similar post that showed answered but it did not help with increasing the number of records you see in a Sheet View. Editing in the Sheet View is fast and efficient but I have 3500 records and I need

      • Revenue Management: #3 Revenue Recognition Simplified

        In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge

      • Next Page