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Project management software with Xero integration

Synergist two-way integration with Xero ensures your project and finance systems work seamlessly together - streamlining your agency's project accounting.

Synergist xero integration

Push invoices into Xero with a few clicks

  • ​Create sales invoices and record purchase invoices in Synergist, and they're replicated in Xero. Including job numbers, descriptions and any attachments
  • Batch invoices to check before posting. Pre-flight checks confirm Xero will accept all transactions before the transfer is made
  • Use Xero tracking categories to analyse how different departments are performing
  • Add a new client or supplier in Synergist, and it will automatically create a new contact in Xero

Manage purchases and expenses effortlessly

  • Record purchase orders and expenses against your jobs in Synergist to track project profitability
  • Capture receipts and upload attachments using the Synergist app, Xero expense apps or a credit card linked to Xero
  • Push invoices and attachments straight from Synergist into Xero or from Xero into Synergist with a few clicks
  • Reconcile purchase invoices against purchase orders in Synergist and allocate purchases and expenses against jobs to get accurate job profitability reporting

Reconcile payments

  • Mark sales and purchase invoices as paid in Xero, and it automatically updates the corresponding invoices in Synergist
  • See 'Paid' status and date against the invoice in Synergist – no need to ask finance for updates
  • Invoice payment status in Synergist allows client managers to see if they need to chase payment before starting new jobs

Simplify revenue recognition

  • If you're using Synergist's Revenue Management module, you can recognise or defer revenue in line with when the work is done
  • Synergist automatically creates nominal journals for posting straight into Xero – eliminating manual journals
  • Get a monthly revenue management report, where you can see totals for what's been invoiced and recognised and overall deferred or accrued income

Frequently asked questions about Synergist and Xero integration

Do I send invoices from Synergist or Xero? 

Whichever you prefer, but Synergist offers much more flexibility. For example, you can detail the work done and include custom notes to help accelerate client approval and payment. You can invoice a phase or job, create a multi-job invoice per client or batch invoice based on planned billing dates. You can manage deferred or accrued revenue. And you get extensive management and client reporting all in one place.  

Can I choose the invoice number sequence?

Yes. You can specify the invoice numbering prefix (e.g. INV-or I-) and the invoice 'start' number in Synergist. Invoices raised in Synergist will then use the consecutive numbers.

What job reference data can I send to Xero? 

Xero does not allow many options in terms of a reference. You can send the job or order number for sales invoices and either the supplier reference or the Synergist PIR number for purchase invoices. Sales invoices have an additional setting to add the line detail to the invoice line description. Purchase invoices have an additional setting to include the job/phase number in the purchase description. 

Are purchase orders pushed through to Xero?

No, purchase orders do not push across to Xero. Only purchase invoices (i.e. supplier invoices) go into Xero as a bill payable. This is because Purchase orders are requests to purchase something; they are not financial transactions until the purchase invoice has been received. You can attach files to purchase invoices in Synergist (for example, purchase orders and scanned images of paper), which can be sent to Xero with the Purchase invoice. 

Can I predetermine which Xero sales or cost of sales account my invoices get coded to?

Yes, you have the flexibility of how you pre-code your invoices as they arrive in Xero. It includes transaction-level support for nominal codes and up to two Xero tracking categories to analyse how different areas of your business are performing (such as departments, business units or locations). 

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more, or try Xero Accounting Software for free.

Why integrate Synergist and Xero?

Synergist two-way integration with Xero ensures both systems are updated in a single workflow. You can be confident your project and financial management reports are always accurate and fully reconciled.

Integrate Synergist and Xero for a complete end-to-end business solution: book a demo

How do I connect Synergist and Xero

Are you an existing Synergist user looking to integrate Synergist with your Xero accounts software? Read how to set up Xero integration

Andrea Allen

"The fact that Synergist talks to Xero takes out a whole heap of pain."
 
Andrea Allen, RoosterPunk B2B marketing agency

Read the full story

Want to see Synergist in action?

Whatever your agency looks like – 10 to 500 people, design to digital – Synergist can be shaped to the way you work.

Synergist consultants, Agency Works, will be in touch to arrange your bespoke demo. Their experience working with hundreds of agencies means they can help you work out if Synergist is right for you.

All-in-one agency management software

From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your agency's projects, people, clients and financials.