From being one of Xero’s first integration applications, to being awarded their Industry Specific App of the Year at last year’s Xerocon London, Xero and Unleashed have always shared a great relationship. Not only do we love Xero, we know you do too! 81% of our Unleashed users integrate with Xero to seamlessly manage their inventory and accounting.
We’ve released many improvements that allow our users to fully appreciate the end-to-end integration between the two platforms.
Set up your Xero integration
Before you begin, make sure your Xero account is integrated with your Unleashed account. Check out this help file for a step-by-step guide on how to setup the Xero and Unleashed integration.
Link to a transaction in Xero from Unleashed
With this improvement, you can view a transaction in Unleashed and click through to view the same transaction in Xero. This quick and easy transition makes it a breeze to compare transactions between both platforms.
Keep the comments on your documentation
Ensure that comments on your sales and purchase documentation are not lost in Xero as you transfer documentation from Unleashed. This allows your customers and suppliers to receive better and more detailed information from you!
Choose what product information to send to Xero
This improvement allows the user to choose what product information Unleashed sends through to Xero for all transactions. Users can choose between Product Code, Product Name or both. This flexibility allows our users to decide what product information their customers and suppliers will see on their documentation.
Auto Approve Transactions
It’s no secret – automation simplifies your business processes. With the ability to auto approve exports to Xero, you can select the specific types of Unleashed transactions that can be automatically approved. With a quicker impact on your P&L, you’ll gain real-time insight into your bottom line.
Deal with errors quickly
If there’s an error in exporting journals through to Xero, you’ll now receive a prominent alert so you can quickly take action to ensure your items are sent through to Xero in a timely manner.
Batch Journals are here!
With the introduction of batch journals, Unleashed will batch all transactions made within a day and post this to your Xero account as one journal, split by accounting codes. The journal is posted at 2 AM the following day (local time) so when you log into your account in the morning, it’ll be ready for you.
Check out this help page to set up your batch journals
Do you have any questions or feedback about our enhancements?
Simply send us an email at email@example.com
Article by Melanie Chan in collaboration with our team of Unleashed Software inventory and business specialists. Melanie has been writing about inventory management for the past three years. When not writing about inventory management, you can find her eating her way through Auckland.