⤵️Workflows
A workflow describes how the timesheet should be passed between people, who can act on it, who can see it, and when.
Though you can't see it, this data is written into the timesheet itself so that you can delete and change a workflow without it affecting anything still in flight.
Your Workflows are closely related to Assignments and are really two sides of the same coin.
Invoice Sync Integration
Workflows can be configured to automatically synchronize invoices to your accounting software. When you enable Invoice Sync for a workflow, generated invoices are sent directly to connected providers like Xero, QuickBooks, or FreeAgent—eliminating manual data entry and keeping your accounting system up to date.
Setting Up Invoice Sync
To enable Invoice Sync on a workflow:
Connect your accounting provider — Go to the Connections tab in your profile and authenticate with your chosen accounting software (e.g., Xero).
Return to My Workflows — Your connected provider will now appear as an available option alongside the built-in PDF Maker.
Enable the provider — Click Enable on the provider you want to use. The system will retrieve your available Contacts and Projects from that provider.
Select Contacts and Projects — Choose which contacts and projects invoices should be synced to. If you don't see what you need, you may need to create them in your accounting software first, then return to enable the workflow again.
Once enabled, invoices generated through this workflow will automatically sync to your selected contacts and projects in your accounting software.
Last updated