Comm.care integration with Xero allows you to quickly get transaction data from Comm.care and upload it to Xero for Invoices (including NDIS Invoices) and payroll management with just a few clicks. Moreover, we make it super easy for you to set up - let's check it out!
Go to My Organisation > Organisation Information box > Edit > Back Office > Select Xero > Save changes
Make sure the first and last name in the circle profile match with their Xero account
After setting up your organisation integration you need to reconsile with each services. When setting up services, in order to create the csv files for Xero you will need to enter the following fields:
Go to Organisation > Reports select the Roadmap type
Filter the dates from when you want the report to be generated
2.1 Create Claim
Click on the blue button: Generate report > Action > Download the CSV file
After that, your data will be downloaded. It is already in Xero format with the correct data, you just need to upload it to Xero.
We hope this integration will be helpful to you!