Beautiful accounting software meets amazing claims software

June 05, 2015 by Mr Job Done

We are now seamlessly integrated with Xero, one of Australia’s most loved accounting software products and a favourite of small to medium construction businesses.

Xero integration means less frustration for you and more time to focus on what matters.

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Invoices are created instantly when you make a claim and the Claim PDF that is automatically emailed to your builder client is also attached to your Xero invoice. So your accountant is in the loop and no longer chasing you for documentation.

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And of course being Progressclaim.com, we’ve made it super simple to use. Next time you log into your favourite claims management software click on your name in the top right and in the dropdown select My Account.

my account

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Now in your My Account area click on the Integrations tab on the right and then click the ‘Connect to XERO’ button. This step may take a few seconds so wait until the next screen appears.

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xero_log_inxero_log_in-authroise

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Simple authorisation

Then you’ll be prompted to login to your Xero account and authorise application.

After this has been completed you will be automatically returned to Progressclaim.com.

 

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Simple activation

Now simply modify the default settings as you see fit, click save and you’re fully integrated. Note that you can easily deactivate at any time (but why would you want to!!).

activated_account

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Simple integration

Now next time you submit a claim this green indication bar appears at the bottom of your screen. It lets you know an invoice has automatically been sent to your Xero account. Too easy!success

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Then when you go view the claim you’ll see a new button at the top View Xero Invoice. Just give that a click and……

view_xero_invoice

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…….you’re automatically redirected to your Xero accounts receivable page and the relative invoice for that claim. All the figures match exactly to the claim and all done automatically. Job done!

Xero-invoice

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We’re hugely excited to be able to offer our customers Xero integration. It’s something you’ve been asking for, we’ve listened and we’ll keep listening!

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To always be up to date on any future integrations and developments, or if you have any suggestions, follow (and join in the conversation) on our Facebook page right HERE

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Happy claiming, happy invoicing!

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"What used to take me two days, now takes me two hours. Because Progressclaim.com is online, adminstration of the monthly payment claim cycle is less time consuming and much easier to manage. No more processing everything on a spreadsheet prone to error, and the assessment can be carried out at the touch of a button."

PAUL LINKE

Contract Administrator, BUILT