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Onboarding Process
Five Tips for a Smooth JobFlow ImplementationBrowser and Device RequirementsAdding a New UserCreating an Individual Customer and Link a SiteUnderstanding Item Codes and GL/Account Codes
MYOB Integration
Connecting to MYOBLinking Customers to MYOBHow to obtain an Address List of Customers in MYOBExporting Customers and Inventory from MYOBExporting from MYOBInvoicing to MYOB
Xero Integration
Xero Invoicing Settings Set UpConnecting JobFlow to XeroExporting From XeroXero Integration in JobFlow
Jobs
Anatomy of the Job Page - Part 1 (Job Details)Anatomy of the Job Page - Part 2 (Tasks)Anatomy of the Job Page - Part 3 (Products and Summary) Ways to Create a Job within JobFlowSpray and Spread RecordingUploading a file to a JobHow to Use the Calendar Based SchedulerHow to use TimesheetsJob Status and What They MeanPreparing a Job for Scheduling
Dockets
Understanding the Dockets SystemHow To Setup Docket TemplatesHow do Drivers Create DocketsAdding Dockets to a New or Existing Job

Xero Invoicing Settings Set Up

You can connect JobFlow to Xero directly from your Invoice Settings. Once connected, JobFlow can automatically create draft invoices in Xero based on your job workflow.

1. Open Invoice Settings

Go to: Hamburger Menu → Settings → Invoice Settings

Here you will see your Xero Connection Status, which shows whether JobFlow is currently connected to Xero.

2. Start the Xero Connection

Click Connect.

This begins the authentication process.

3. Log in to Xero

A Xero login window will appear.

  • Enter your Xero email and password
  • Complete any authentication prompts required by Xero

4. Allow JobFlow Access

After logging in, Xero will ask you to grant JobFlow permission to access your organisation.

Click Allow Access to continue.

5. Confirm the Connection

Once the connection is successful, the Xero Connection Status will update to show that Xero is active.

6. Configure Your Invoice Settings

After connecting, the Invoice Settings panel will allow you to configure:

  • How invoices appear in Xero
  • How invoice‑related information displays in JobFlow
  • Any additional Xero‑specific options available for your workflow

 

 

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