Integration with accounting software
You can manage accounts receivable transactions for your cases without leaving Case Manager, including producing invoices, tracking payments and creating invoice adjustments or payment refunds when required. Additionally reports, such Overdue Accounts or GST collected, are also available. However, you may also need to integrate this accounting information with external accounting software.
Three options are available:
- Invoices and payments can be integrated with Xero.
- Invoices can be exported to MYOB.
- With other accounting software you can enter journal summaries manually.
See Integrate with Xero for details.
See Export to MYOB for details.
See Transfer journal entry into accounting software for details.