Glide workflow has a client data integration with Xero meaning that new clients created in Glide are automatically and instantly sent through to Xero. It is important for clients to be created in Glide to benefit from the Companies House integration and so that the client type can be specified.
Send bills to Xero
Bills created in Glide can be automatically sent through to Xero, this can either be in all situations or on a client by client basis. Bills are created in Xero as a draft bill so that you can undertake further editing.
Retrieve recurring bills
Glide can be set to scan Xero each morning and import any recurring bills created in Xero, this is helpful where users wish to automatically generate the same monthly bill in Xero each month. The bill is created as an advance bill in Glide allowing for time allocation at a later date.