Integration with FreshBooks

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    1. add the ability to import Expenses from FB along with their associated accounts

      You have a great piece of software here but your only pulling in the AR side of the FB equation. We need to AP side of FB as well. Pull in expenses and their associated accounts.

      86 votes
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        planned  ·  12 comments  ·  Admin →
      • expensify integration

        I run a small consulting biz with about 7 contractors. We all travel every week & generate LOTS of expenses (and receipt images).

        I turned to Expensify to help aggregate business transactions, and assemble them into an expense "report." My contractors expenses also flow into my Invoices (now handled by Freshbooks), and I can turn those into a client invoice (A/R invoice).

        But - the A/P invoice is still a gap. It would be great if Xero could simply allow me to import Expensify transactions (reports) and bill them to a client. I think this would allow me to eliminate… more

        67 votes
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        • provide a full synchronisation with FreshBooks invoices to pick up invoice alterations

          Can we have changes made to FreshBooks invoices also reflected on the invoices in Xero? This would save us having to update two places whenever we make an alteration to an invoice.

          55 votes
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          • add the ability to allocate invoice lines to more than one Account Code in Xero

            Currently you can only select one Account Code in Xero for all transaction lines to be allocated to.

            Can we have the ability to allocate lines to more than one Account Code?

            47 votes
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            • Historical Invoices

              I understand that historical invoices are not yet able to sync. This is very important for me to switch over to Xero.

              44 votes
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              • add the ability to import invoices received into FreshBooks account into Xero (Creditor Invoices)

                Can we have the ability to import invoices received into our FreshBooks accounts (Accounts Payable invoices) into Xero as Accounts Payable invoices?

                31 votes
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                  planned  ·  5 comments  ·  Admin →
                • Xero to FB data Transfer

                  (1) I'd like to be able to send clients from Xero back to Freshbooks to setup new projects for existing Xero clients.

                  (2) I'd like to see payments appearing in bank feeds in Xero to filter back and show against the relevant invoice in Freshbooks.

                  31 votes
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                  • add the ability to choose a default due date for imported invoices (i.e. invoice date +30 days)

                    Can we have the ability to set a default due date for invoices imported from FreshBooks? i.e. a box in settings to specify the number of days after the invoice date - 30 days for example. Currently invoices are imported with the due date equalling the invoice date.

                    29 votes
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                      planned  ·  0 comments  ·  Admin →
                    • add the ability to synchronise Freshbooks items with Xero Price Items

                      Can Freshbooks items be synchronised with Xero Price Items? This would prevent the need to manually add Price Items within Xero to match Freshbooks. Presently any Items from Freshbooks have their name and description added to the Description field on the invoice in Xero - and the Price Item field is left empty.

                      25 votes
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                      • get a real forum

                        It would be really great if users could interact to assist each other and compare notes. this forum is just a suggestion box. Not really a really real forum, really.

                        22 votes
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                        • support for multiple Freshbooks accounts

                          support integration with multiple FreshBook accounts

                          19 votes
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                          • Handle Undeposited Funds

                            So far the link has been working really well. What is an issue is this: I receive checks and post these payments to Freshbooks. Xero posts each payment immediately as a separate transaction to my bank account. The cash balances on the Dashboard represent this money as being in my bank account.

                            Usually, however, I will post payments to Freshbooks, then set the checks aside for deposit, which may not happen for several days. What would work better for me is this: Payments received, when posted to Freshbooks show up in Xero as Undeposited Funds. There is a 3rd figure… more

                            18 votes
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                            • 13 votes
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                              • Import expenses from Shoeboxed

                                I use Shoeboxed.com almost exclusively for receipt tracking and expenses. Most of your competitors have integrations with Shoeboxed.

                                12 votes
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                                • add the ability to import payments into various Xero bank accounts

                                  Can we have the ability to import payments into more than one Xero bank account, based on the Freshbooks payment type?

                                  An example of this is where payments made via credit card go into one bank account, but payments made by cheque are banked into another.

                                  12 votes
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                                  • imports partially paid incorrectly

                                    An invoice was imported as partially paid and the balance outstanding was correct. only the partially paid portion in freshbooks was a credit. it added the payment to my main bank account. which was wrong

                                    11 votes
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                                    • Provide a list as to why an invoice has failed to import.

                                      I have an 1 invoice out of 13 that were just imported into xero. No explanation as to why the import failed. Perhaps a list of common reasons why an invoice import fails would be helpful and alleviate some load on your CSRs

                                      7 votes
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                                        Sorry to hear this Stephen. Our team is looking into this issue. We’ll get back to you on email.

                                      • add the ability to import foreign currency invoices into Xero

                                        Recently Freshbooks has added functionality to allow users to create invoices in any one of 50+ currencies. It would be great if we could have these invoices imported into Xero in the same currency.

                                        6 votes
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                                        • Bank Rec: Self Matching Transactions should pick the *earlier* of two repeat transactions

                                          Repeating monthly invoices often get settled a day or so after the next month's invoice has been raise. Xero tends to "match" the later of the two invoices ( created yesterday ) rather than the identical looking one created 31 days ago.

                                          Would be helpful if it picked the earlier invoice by default.

                                          6 votes
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                                          • import FreshBooks invoices into customer's Xero as draft Accounts Payable Invoices

                                            Can we have a way for suppliers who have FreshBooks to send their invoices directly to our Accounts Payables as draft invoices?

                                            5 votes
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                                              planned  ·  0 comments  ·  Admin →
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                                          • Integration with FreshBooks

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