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