Case Study
See how the CCH Central – Xero connector could help your business
The Challenge
Having invoiced your client, these items are then sent over to your client by email, portal or post. Now you need to get these logged in Xero which is where the practice accounts are located. To date this has been done either manually or via a CSV import.
The Solution
Sunrise CCH Central/Xero Integration
From one screen, you can select the required date range, and then those invoices can be pushed into Xero.
The integration will then call the selected invoices, and check to see if their client record has been created in Xero with the correct account number, if not it will create it, then the invoices get appended to the client.
Further additions
- Payments – sending sales ledger receipts from CCH Central to Xero
- Receipts – sending sales invoice payments in Xero back to CCH Central as Sales ledger receipts
- Accounts payable person – whoever is nominated in CCH Central as the accounts payable person for the client, will have their name and email address added as a related contact on the client in Xero.
