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


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Calendar not syncing correctly with personal Google Calendar

                                    Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
                                  • MTA - BAD IP reputation by outlook/hotmail

                                    Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)
                                  • Zeptomail API error 500 internal server error

                                    Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards
                                  • Waiting multiple days to buy credits, causing my website to suffer

                                    So I own a fairly large website that gets a lot of registered users. I use transmail send activation emails, and also forgot password emails. I sent an email to zoho's presales team when I was only at 4K/10K emails sent, hoping to buy more credits before
                                  • Follow up

                                    Hello, I sent a message 2 days ago but I don't receive any response and I cannot find my ticket here. this is the ticket: Your ticket has been created with the ticket ID 68925465 and subject "Fwd: Fishing-alert" looking forward to seeing your response.
                                  • What's new in TransMail!

                                    Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! We've recently crossed the 6 months mark of TransMail's launch. In this time post our launch, we have been constantly working on updating our platform and adding new features
                                  • June 2021 in TransMail!

                                    Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well. If you're doing less than fine, we truly hope that things only get better for you.  We've had a few updates in the past month
                                  • TransMail has a new name—ZeptoMail!

                                    Tried navigating to TransMail's community forum but see a different name now? That's because TransMail has a new name. TransMail is now ZeptoMail! As we’ve grown from an internal service used mainly by other Zoho products to an up-and-coming competitor
                                  • July 2021 in ZeptoMail!

                                    Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well.  We've had a few updates in the past month in ZeptoMail—some new features and some important announcements. Take look at what
                                  • Send Email From the ZeptoMail BY API

                                    What is Zeptomail:- Transactional email service with reliable and fast delivery How we can Create a Connection for Zeptomail in Zoho CRM Go to the Setup Click on Connection Enter Connection Details:- Generate Consumer Key & Consumer Secret Using Zoho
                                  • Customer email on Opencart 3

                                    When I place an order, 2 emails are sent: 1) administrator 2) to the user The administrator receives a beautiful letter, but the user receives a damaged letter (see screenshot). What could be the problem?
                                  • [Announcement] Insert image from URL changes in Zoho Writer

                                    Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from
                                  • Dynamic Signature - Record owner

                                    Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
                                  • Writer sing up problom

                                    Zoho writer sing up prolom face
                                  • Unable to copy into a new document

                                    Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you
                                  • [Webinar] Live demos and user Q&A with Zoho Writer product experts

                                    Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based
                                  • Zoho Writer's built-in citation and bibliography generator

                                    Hey researchers and writers! Do you manually format citations and bibliographies, spending hours jumping between apps and tabs? If so, then check out Zoho Writer's built-in "Citations and Bibliography" feature. Imagine you're writing a thesis on the future
                                  • Single and group checkboxes in Zoho Writer's fillable forms

                                    Hey Writer Fam, Are you making the most out of single and group checkboxes in fillable forms in Zoho Writer? Here is a handy tip to optimize your use of checkboxes, both single and group, and enhance your data collection process. Single checkboxes: Single
                                  • Collaborate efficiently with Zoho Writer's track changes feature

                                    Hi Zoho Writer Community, Zoho Writer's track changes feature is a simple, built-in solution that helps you and your team work together efficiently. Instead of juggling multiple versions of a document or building up a long email chain of comments, each
                                  • Zoho Writer's WordPress extensions

                                    Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window
                                  • Time-saving table hacks

                                    Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.
                                  • Automating document approval and signing with Zoho Writer and Zoho Sign

                                    Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person
                                  • Customization hacks in Zoho Writer - Part 2

                                    Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creating
                                  • Simplify your tax calculations with Zoho Writer

                                    Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate income
                                  • Enhance document navigation with headings and TOC

                                    Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contents
                                  • Use and download in PDF format of Zoho wirter Merge template using deluge

                                    Hello Zoho Developers. Here is some information about Zoho Writer. Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. Even with its wide range of features, Writer's pared-down user interface
                                  • Customization hacks in Zoho Writer - Part 3

                                    Hello everyone, Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience. Sender email address in mail merge
                                  • Daytime saving timezones messing up writer pdf

                                    Hi, I need help for something I can't figure out. I created a Form to collect data and it is set up with my current Daylight Saving Time (GMT-3). This form is used to generate a contract (pdf Writer) with dates from an event that is being held in 4 months
                                  • Issue with locked content in Writer

                                    Hi, I have seen the documentation which outlines how to lock specific content within a Writer document so that it can't be modified by collaborators, but I have come across an issue. When the editor locks a paragraph for example, then a collaborator can't
                                  • Deprecation of certain URL patterns for published Zoho Writer documents

                                    Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their
                                  • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

                                    Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"
                                  • Problem with Writer and Workdrive

                                    Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to
                                  • Set to Review for all

                                    We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is
                                  • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

                                    These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho
                                  • Shortcut to fill a range of cells

                                    Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
                                  • stock

                                    bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
                                  • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

                                    TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO
                                  • Zoho sheet for desktop

                                    Hi is zoho sheets available for desktop version for windows
                                  • Slicers are now available in Zoho Sheet—filter your data interactively

                                    At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,
                                  • Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

                                    Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that
                                  • Next Page