Since Blink Reports for Xero users are also Google Apps users, this may be of great relevance to you. Here is a recent update from Xero that is too good not to share.
It's often difficult to get a clear picture of where you stand with a particular customer. It's no surprise that our favourite tool to keep track of this is Xero. With over half a million global subscribers and counting, Xero provides online accounting, bank reconciliation, invoicing services, and integrates with a wide range of powerful software solutions and add-ons. Now, with the integration of Google's Gmail, it's more powerful than ever.
Features in this update enable you to:
- Connect your Gmail account to view emails with contacts directly in Xero. This saves emails to a contacts activity tab, adds email to a new invoice, quote, or bill, and allows you to download attachments to the contact record.
- View emails between you and your customers in real time.
- View emails from the email account that you've connected to Xero while they remain invisible to other users in your organization.
- Share an email with other users in your organization by simply adding it to the contact's activity tab
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You can see here email messages have been pulled from Blair's account using the contact's email address or emails including the words "GotoMeeting.com"
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Connecting Xero to your Google account is simple, here's how:
- From the Contacts menu, select All Contacts.
- Select a contact.
- Under the bar graph, click Email, then click Connect to Gmail.
- Sign in to your Google account.
- On the permissions screen, select Allow.
You can find further details on Xero's Business Help Centre page and Xero's blog.
If you're already using Google apps and are looking for a great accounting solution to bridge the gap between you and your customers, Xero with Gmail is a robust and ideal solution. We at InterlockIT are proud Xero and Google Apps advocates and are more than happy to help make your business's IT solutions a breeze. Be sure to contact us to learn how we can assist you.
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