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4 results found

  1. Integrate Evernote with Xero

    Integrate Evernote with Xero so you can scan & store your invoices, receipts, expenses in evernote and link them to the relevant invoice in Xero - even better if Xero can read the data from evernote stored invoices & create draft invoice in Xero. Vote here to be kept up to date if Evernote do integrate with Xero.

    48 votes

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    7 comments  ·  Document Management  ·  Admin →
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    not planned  ·  AdminKelly (Admin, Xero Developer Centre) responded

    There is currently no direct integration between Evernote and Xero, however there are plenty of workflow apps that might be able to achieve a data sync that suits your needs. Check out apps like Zapier and Make.

  2. Integrate Xero API with Microsoft Flow

    Integrate with Microsoft Flow (https://flow.microsoft.com) to enable better integrations into Office 365 and other MS products (similar in many respects to Zapier). The number of potential opportunites for integraiton into the O365 and Microsoft ecosystem.
    This was orginally mentioned in Xero Business Community.
    https://community.xero.com/business/discussion/64732533/

    Here is one potential scenerio:
    Issue an invoice from Xero > Flow grabs the PDF of the invoice and stores to a SharePoint Online Document Library with appropiate MetaData for sharing and Data Loss Prevention rules.

    (We're doing the above currently - by CC'ing a shared mailbox on all invoices and running a flow…

    9 votes

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    1 comment  ·  Document Management  ·  Admin →
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  3. Ability to upload document when creating a new Bill, PO, Invoice etc with MCP connector.

    At present the MCP Connector can use Claude, ChatGPT etc to read a document and create a new Bill, PO, Invoice etc. At present however it cannot upload the document that it reads from via the API.

    I would like to request that the API be extended to allow the MCP connector to upload a file when creating a new Invoice, Bill, Quote, Purchase Order, Spend Money, Receive Money. This would prevent a manual step of having to have a user manual upload the relevant file after the relevant item has been created.

    1 vote

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    0 comments  ·  Document Management  ·  Admin →
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  4. Organised Document Management

    I would like to see document management where clients can upload a invoice and categorise it by month and supplier
    I would also like to see functionality where catergories can be customised

    1 vote

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    0 comments  ·  Document Management  ·  Admin →
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