SpeEDI Accord along with Xero allows you to run your business in the cloud
SpeEDI Accord and Xero are both ‘cloud’ apps and can be integrated to provide you with a very efficient and user-friendly solution for your business.
Why use Accord and Xero?
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Easily create sales invoices and associated costs in Accord
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Quoted rates can be used to calculate a line amount automatically
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A Sales by Job Summary Report can be obtained
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Border taxes, duties and fees are automatically included
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Import/export certificates and other documents can be attached
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New client contact details are created in Xero automatically
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Invoices are submitted to Xero (via their API service) on the click of a button and are immediately accessible in Xero
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Invoices can be sent to Xero as completed/authorised and these will be emailed to your client automatically
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Approval of draft invoices and payments are done in Xero
About SpeEDI Accord
Accord provides businesses involved in international freight logistics, particularly Customs brokers and retail freight forwarders but also importers and exporters, to manage these processes.
- Border clearances from Customs and other agencies
- Full control of the freight cycle from purchase order placement through to goods delivery
- Sharing of data and documents with other Accord-registered businesses
- Secure and reliable connections with border agencies, service providers and other parties
About Xero
Xero is the world-leading online accounting software built for small businesses.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
About Xero
Xero is the world-leading online accounting software built for small businesses.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
How Accord and Xero Integrate
Getting Started with Accord and Xero
Setup Xero as your Accounting System
First off you need to tell Accord that you wish to use Xero for billing. For full details, after logging into Accord, see the help article: How to Configure Xero as your accounting system.
Start Transferring Invoices
Now you are ready to start transferring invoices to Xero by completing a billing request for your consignments. For full details, after logging into Accord, see the help article: How to Send a Billing Request to Xero.
View a Sales by Job Summary
You can also view a summary of your billing activity for a range of references. For instructions, after logging into Accord, see the help article: How to View a Sales by Job Summary Report from Xero.
