OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
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Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Triggers when a booking is canceled.
Triggers when a booking is completed.
Triggers when the status of a booking is changed to No-show.
Triggers when a booking is rescheduled.
Triggers when a new booking is scheduled.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
On May 14, 2018, OnceHub and Xero announced their partnership to seamlessly integrate Xero’s cloud-based accounting and financial management software and OnceHub’s business management and operations platform. The integration allows OnceHub users to access and view their Xero account through the OnceHub platform and to create and send invoices from within the Xero application. This integration allows OnceHub users to bank, book, and bill all in one place. The OnceHub platform also integrates with other third-party applications such as WorkflowMax, Toggl, and TimeCamp to help businesses manage their time tracking and project management.
OnceHub’s integration with Xero is a significant step for small and medium enterprises (SMEs. looking to streamline the way they manage their business. According to a 2017 PwC report, “Delivering Growth. Why SMEs Matter,” 80 percent of SMEs believe that technpogy is critical to their success. One of the main reasons that SMEs use technpogy is to help them avoid time spent on administrative tasks such as managing bank accounts, bookkeeping, and billing. Small businesses can now use OnceHub to manage these tasks all in one place.
OnceHub users can set up a Xero account and connect it automatically to their OnceHub account. Once a user has connected a Xero account, they can access their bank account through OnceHub and view their bank statement through its dashboard. Through the connection between OnceHub and Xero, users can create an invoice from inside Xero using OnceHub as a point of sale top. Users can also create invoices from OnceHub without having to log into Xero. They can then send those invoices into their Xero account. Additionally, once users have created an invoice from OnceHub, they can export the invoice as a PDF file to send out by email or print out.
According to a study conducted by Intuit in 2015, small businesses spend an average of 17 hours a week managing their finances – more than three times what large business spend who spend an average of five hours a week on this task. In addition, half of small businesses reported that their current systems made it difficult for them to manage various aspects of their business including finance, payrpl, and tax filings. Once users have connected their Xero account to their OnceHub account, they can save hours of administrative work every week by managing all of these tasks in one location.
OnceHub is helping SMEs save time by making financial management easier with its integration with Xero. Through this partnership, OnceHub users can now manage many aspects of their business through one application, saving them time and money. As more entrepreneurs are becoming aware of the benefits of using technpogy to run their businesses, they will likely seek out opportunities like this integration between OnceHub and Xero for help in streamlining administrative tasks like finance management.
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