Bills, sales invoices, purchase orders and credit notes sync in both directions, with contacts, tax rates and your chart of accounts mapped once at connection.
Coded for the job in one place and for the ledger in another.
Two flat categories can't carry project, cost code and phase at once.
Xero reports by account, so project profitability gets rebuilt in a spreadsheet each month.
Purchase invoices, sales invoices, purchase orders and credit notes sync in either direction, per document type, with attachments carried across and payments read back onto the document.
Map each Coreloops cost code to an account code and each VAT rate to a Xero tax type at connection. Project tracking is applied to every line, so Xero sees the job as well as the nominal.
Suppliers and customers sync as Xero contacts with payment terms, VAT number and company number, created before the documents that reference them so nothing fails on post.
Coded in Coreloops, posted to Xero with the right account and tax type.
Cost codes stay in Coreloops rather than being squeezed into nominals.
Payments and status changes in Xero flow back onto the Coreloops document.
How contractors are taking control of their costs and contracts with Coreloops.
We had CEs there with our approval attached to it. There was no way for the client to dispute it.
Samuel Maddison
Director, Project Safe
We'll learn about your current setup and show you how Coreloops could integrate with Xero and give you accurate project cost reporting.
