Yes. Establish a secure connection for each company (one time only). Refresh all of your entities/clients automatically or instantly in one click. Watch this video
Absolutely. Watch the video that shows how to consolidate financial reports across multiple companies with multi-currency.
Absolutely. Please send us details to email@example.com.
Yes, you can create several templates on the same spreadsheet tab.
1. Go to section #2 (Change Pull Settings) of the template
2. Select the position of the template “Start Cell Address”
3. Uncheck the check box “Create a new sheet”
4. Execute the template.
Follow these steps:
To upload Bills using the Invoice option, follow these steps:
In order to create multi-line item invoice, all root attributes must match like the invoice number, due date, invoice date, etc. Watch this short video tutorial: How to import in bulk invoices into Xero