Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Sync Fees Postings for practice with Xero

We currently have to duplicate our invoices and receipts postings in Xero to create our own accounts. Getting IRIS to sync these postings with Xero. I suggest nvoices/Credit Notes being sent into Xero where they are matched with receipts, with the receipts that are matched then being synced back into IRIS to reflect the correct debtor position for each client.

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  • Jun 20 2018
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  • Mark Southgate commented
    24 Apr, 2019 01:08pm

    Still doesn't quite work properly with Xero due to the export headings etc.

  • Mark Southgate commented
    23 Oct, 2018 10:51am

    I notice that this functionality is included in the October 2018 release and is fine if you are using Kashflow.  If you are using Xero or other software then this function appears useless due to the way Xero requires it's column headings to be setup for importing.  If you are not using Kashflow all this function does is creates a .csv file which will then need to have its columns copied & pasted into a Xero csv template.  Also, the export column for VAT rate appears to be showing no entry on the export file?!?!?

    IRIS, you make a big play about improving integration with other software providers but this is an epic fail!!!!

  • Vlad Briskin commented
    2 Aug, 2018 03:35pm

    We are currently working on the ability to export invoices from Fees into .csv with the VAT and Nominal Codes breakdown that would allow to import them into Kashflow. We are also working on the ability to import the receipts into Fees from .csv file. These features are aimed to simplify the data exchange between Fees and your chosen bookkepping system.
    Both of these features are scheduled for the October 2018 release.