Project Description

Consolidating transactions in Xero to overcome Xero’s capacity limitations

The challenge

eCommerce or inventory systems can generate a large amount of orders which are in fact all cash orders. For example: imagine an ecommerce website that generates a 100 transactions per day. This will amount to 3,000 per month, which is well beyond he recommended use of Xero and also takes a toll on manual work required in the reconciliation of all these transactions, their effect on reports etc.

On top of this, an integration such as Unleashed Software creates 2 transactions for each sale: an invoice, and a SOH/COGS movement. So now we have double the number of transactions.

The solution

For our customers who have an issue with large numbers of transaction in Xero which are not really needed in their accounting software, we introduced a consolidator. It goes into Xero every night, identifies the invoices that are not needed individually and elegantly batches them into a single invoice.

Think you might benefit from a custom integration? Book a quick chat with ConvertworX and we will explore it with you.

Inbal Steinberg

Inbal Steinberg

Founder at ConvertworX
Inbal Steinberg is a cloud solution specialist and cloud integrator with Convertworx based in Melbourne, Australia. With over 20 years experience as an IT systems analyst, Inbal spends her days reviewing business processes, data flows, and finding the best cloud solutions for clients. Backed by the team at Convertworx, Inbal is the go-to person for cloud advice which is sought after by both SME’s and top accounting firms in Australia.
Inbal Steinberg