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  1. 4 votes
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    Paul MacNeill commented  · 

    This should be reviewed, as the current functionality through the UI allows a user to edit the Expected Payment Date.

    If this issue ever makes light of day, the ability to add notes along with the expected payment date should be part of the update

  2. 101 votes
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    There is currently no direct integration between ConnectWise 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.

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    Paul MacNeill commented  · 

    Syncing ConnectWise with XERO just became easy. http://www.wise-sync.com/, no software to install, get syncing in a few simple steps. Follow @wisesync for signup discounts.

    Seamlessly integrating Connectwise and Xero.

    Stay tuned to the XERO add-on page for the Wise-Sync partner integration coming soon.