Classter integrates seamlessly with Xero Accounting Software, enabling institutions to streamline financial management processes and maintain accurate financial records. As one of Classter’s supported Financial Export Providers, the integration with Xero allows users to efficiently sync financial documents from Classter to Xero, either automatically or manually, based on user-defined settings.
The integration operates at the Document Series level, providing granular control over which financial documents are synced with Xero. Additionally, payers of Classter financial documents can be created as Xero Contacts, ensuring all financial data is organized and linked appropriately across both platforms.
Classter offers extensive configurability for the integration through various settings. Administrators can define Xero Bank Accounts, Sales Accounts, Invoice Statuses, and Tax Rates to align with their institution’s accounting workflows. Furthermore, the integration supports advanced mapping between Xero Tracking Categories and Classter entities, enabling institutions to track and categorize transactions with precision.
By connecting Classter with Xero, institutions can reduce manual data entry, improve financial accuracy, and optimize their accounting workflows. This integration simplifies financial management, providing administrators with a powerful and efficient way to synchronize financial operations across systems.
