Create new projects in My Hours for every new sales invoice in Xero
Streamline your invoicing and project management with this efficient workflow. When you make a new sales invoice in Xero, it automatically sets up a project in My Hours, saving you from manual data entry. This integration ensures your project management aligns seamlessly with your sales invoicing, allowing you to focus more on your business and less on administrative tasks.
Streamline your invoicing and project management with this efficient workflow. When you make a new sales invoice in Xero, it automatically sets up a project in My Hours, saving you from manual data entry. This integration ensures your project management aligns seamlessly with your sales invoicing, allowing you to focus more on your business and less on administrative tasks.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Project
Creates a new Project
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