Xero – Configure Resync

If users need to resync data from TimeSolv to Xero, click on Account>Integrations>Xero – Non-Certified>Configure Resync tab. The user can force an update of previously sync’d records by using this screen. Specify a date/time for each of the entities you want to re-sync. Records in the corresponding entities that were updated Read more

Xero – Enable Payment/Credit Sync

Users need to set up the sync settings before they can sync for the first time. Click on Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Payment/Credit Sync Click on Enable Payment/Credit Sync checkbox   Configure the following accounts: a) Payments Account. Select a ‘Current Asset’ or ‘Bank Account’ type Xero account to record Read more

Xero – Sync Invoices in TimeSolv to Xero

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Invoice Sync Click on Enable Invoice Sync checkbox for setup.   Configure the following accounts: a) Fees Account – Select a ‘Sales’ type Xero account to record fees in. You can create a Read more

Xero – Sync TimeSolv Clients as Contacts in Xero

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Client Sync You need to first sync over TimeSolv Clients as Contacts into Xero. Click to enable the box.   After enabling Client Sync, click Save.   Map Read more

Xero – Enable Trust Transaction Sync

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Trust Transaction Sync Click on Enable Trust Transaction Sync.   Select a Trust/Retainer account from the dropdown list of accounts in Xero that you will be syncing the information over to. The Read more

How to Set Up Xero

1. Connect to your Xero account Click on Account>Integrations.   Click on the Connect to Xero button under Xero – Non-Certified tab.   2. Sync Setup You will now be led back to the TimeSolv app where you can now view and click on the Sync Setup tab. This step is required if you are Read more

Connect to Xero

To get started with our Xero integration, you need to connect your Xero account to TimeSolv. To start with, click on Account>Integrations.   Under the Xero – Non-Certified tab, click on the Connect to Xero button which will lead you to the Xero login page.   Log in to your Xero account if you Read more