Xero transaction categories
By integrating your PSOhub account with Xero, you can establish predefined mappings between the contract lines in a PSOhub project, quote or invoice, with the relevant tracking categories configured in Xero. This simplifies the invoicing process by automatically assigning tracking categories to invoices as they are generated on PSOhub and sent to Xero.
Once an invoice is sent, it will automatically be exported to your connected Xero organization with all linked tracking categories and these will automatically populate on the new invoice.
QuickBooks Online classes
When integrating PSOhub with QuickBooks Online, you can establish preset mappings between contract lines in PSOhub and classes configured in QuickBooks Online. This streamlines the invoicing process, automatically allocating classes to invoices as they are approved and sent to QuickBooks Online.
Once you send an invoice, it will automatically be exported to your connected QuickBooks Online account with all assigned classes and these will automatically populate on the new invoice.
Other improvements
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We will now retrieve the payment status of invoices in Exact Online
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Various new fields added for the custom invoice (see article)
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A warning is now shown if a deleted task is opened via deeplink
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Internal projects are now excluded from the financial dashboard