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Onboarding Process
Exporting Customers and Inventory from MYOBExporting From XeroFive simple thingsMinimum Requirements
Setup How To Guides
Create a Customer, Add a Contact, and Link a SiteCreating a UserSpray and Spread RecordingUnderstanding Item Codes and GL/Account Codes
Xero Integration
Connecting to XeroGetting Started with the Xero Integration
MYOB Integration
Jobs
Anatomy of the Job Page - Part 2 (Tasks)Anatomy of the Job Page - Part 1 (Job Details)Anatomy of the Job Page - Part 3 (Products and Summary) How to use the Job CalendarHow to use the Task PreviewerHow to use TimesheetsJob Status and What They MeanUploading a file to a JobWays to Create a Job within JobFlow
Dockets
Adding Dockets to New or Existing JobsHow do Drivers Create DocketsHow Setup Docket TemplatesUnderstanding the Dockets System
Reporting
Invoice Settings

Getting Started with the Xero Integration

The initial Xero connection is nice and simple. If you let us know that you invoice with Xero we can allow you to connect to Xero at your own leisure, by heading to the "Invoice Settings" page.

Once in "Invoice Settings," you will see a "Xero Connection Status.", here you will be able to connect and disconnect JobFlow to Xero.

After clicking connect, you will be asked to log in to Xero.

After logging into Xero it will ask you to allow JobFlow access. Once all the prompts are complete, it will show Xero as being active and configured.

Once connected, the invoice settings box below will allow you to configure how your invoices will show in Xero as well as how some things will appear in JobFlow.

For further information about how to use item codes with JobFlow:

http://help.jobflow.nz/en/articles/1766176-understanding-item-codes-and-gl-account-codes

For further information about how to link Xero contacts to JobFlow:

http://help.jobflow.nz/en/articles/4527369-how-to-link-xero-contacts-to-jobflow-customers

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