Meet our new Hive x Xero integration - a first-of-its-kind integration that seamlessly connects your Timesheets and Time tracking progress in Hive with Xero.
Designed to simplify your project management and accounting processes, our first-of-its-kind Invoicing integration allows teams to create invoices in Xero directly from Hive.
Here's a look at all of the things you can do with the Hive x Xero integration:
Connect Xero + Hive to port over time tracked from actions completed, time tracking, timesheets
Choose time range, users, projects, and filter what information you want transferred over
Bring all Company information into Hive from Xero automatically
Add company information in Hive and have it transferred over to Xero
Set up monthly recurrent invoices or manually add invoices as a one off
Access a Customer overview list in Hive that shows status at a high level
Ability to view previous invoices in Hive
Connecting Customers
First, make sure Xero is enabled from your Hive App Library. You can also click on the "Pin" button on the right hand side to add Xero to your quick-access panel.
To Create a customer in Hive that transfers over to Xero, click "Create Customer." From there, you'll see this pop-up:
Once you've added all of your customer details, the relevant fields will be automatically sent over to Xero. To access this information, navigate to Customers & leads in your portal.
A few important notes here:
You'll have the option to set up Automatic invoicing or Manually created invoices
Invoices that are sent automatically can be sent on a specific date as designated in the "Date Setup" portion
The invoice can be loaded with data based on
Time-tracking
Timesheets
Actions Completed
You can filter data ported in by project
Let's dig into each of the different invoice inputs you can choose from.
Invoicing from Time-tracking
When you select time-tracking as the invoice input, you'll be able to select the projects to pull time-tracking data from, as well as the way you want invoice lines to be grouped. They can either be grouped by Role or Category.
Role - These are "Roles" assigned in your time-tracking/timesheets portion of Hive.
Category - These are the categories that are assigned to time tracked in Hive. More information on adding categories can be found here.
Invoicing from Timesheets
When you select timesheets as the source of your data, you'll be able to select the projects you'd want to pull from, as well as the Roles you want to include.
Role - These are "Roles" assigned in your time-tracking/timesheets portion of Hive.
Click "Preview Invoice" to see a preview of the invoice based on the parameters you'd selected.
Invoicing from Actions Completed
If you're looking to invoice based on Actions Completed, you'll need to select the projects to pull from, as well as the Billable Custom Field.
Note: The dropdown will show only custom fields that are Number custom fields.
Manual Invoice Creation
If you want to create a manual invoice, just click the "Manual Invoice" button to the right of the "Automatic Invoicing" toggle. From there, you can manually create a one-off invoice and send it to Xero.
Sending Invoices to Xero
Once you've chosen the inputs you'd like to invoice from, click "Preview Invoice" to see a preview of the invoice based on the parameters you'd selected. Then, press save and open in Xero, in the upper right corner.
Previous Invoices
You will also be able to see any previous invoices sent from Hive to Xero by clicking on the "Previous Invoices" caret in the bottom of the screen. It will pull up an easy-to-view log of all updates and invoices sent.
Once you've sent information over to Xero from your Hive instance, you'll see a real-time view of your company's data. From here, you have the option to do several things:
Generate invoices with billing data
Send invoices to external stakeholders
View your company’s financial health in real time
It's never been easier to seamlessly sync financial data and streamline invoice creation. Say hello to better billing efficiency.