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Xero

Xero

Accounting

The Xero Integration for Recruitly connects your recruitment workflow with Xero's powerful cloud accounting software, enabling seamless financial management for your recruitment business.

Key Benefits

Automated Invoicing: Generate and send invoices automatically for placements

Financial Visibility: Track recruitment revenue and expenses in real-time

Timesheet Integration: Convert contractor timesheets directly to invoices

Payment Tracking: Monitor client payments and automate reminders

Streamlined Reconciliation: Match payments to placements automatically

How It Works

Connect Your Xero Account: Link your Xero and Recruitly accounts securely

Configure Settings: Set up invoice templates, payment terms, and account mappings

Generate Invoices: Create invoices automatically when placements are confirmed

Sync Financial Data: Keep your recruitment and accounting data in harmony

Technical Requirements

  • Active Recruitly subscription
  • Xero Standard or Premium subscription
  • Admin access in both platforms

Getting Started

Install the Xero Integration from the Recruitly Marketplace and follow the guided setup process. For detailed configuration instructions and accounting best practices, visit our documentation portal.

Installation

Features

  • Automated Invoicing
  • Timesheet Processing
  • Payment Tracking
  • Financial Reporting
  • Tax Management
  • Multi-currency Support
  • Bank Reconciliation
  • Custom Invoice Templates