Knowledge Base Products AccountsInSync Setup

            Step 5 - Sync Settings

            The integration is now set up. You can go ahead and close a test ticket in BlueFolder and see the invoice created in Xero within about 30 seconds.

            In AccountsInSync, the BlueFolder & Xero settings screen provides the ability to customise how invoices are created in Xero.

            1.     Log in to AccountsInSync and click Settings

            2.     Click the BlueFolder & Xero menu

            Browse the articles in Sync Settings for details of how to customise the content of invoices created in Xero.

            After the Sync Settings have been configured, when tickets are closed in BlueFolder invoices will be created in Xero. Depending on the number of items on a ticket and other factors such as Monthly Consolidation, there may be a delay of a few minutes before the invoice appears in Xero.

            Enjoy the time you save! Please contact AccountsInSync support with any queries.

            Updated: 26 Mar 2019 11:33 AM
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