How Xero Integrates with PermAssist

.Create an invoice in an Application in permassist.

Now Let's see how the pushed invoice will process through XERO.

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• PermAssist Xero Integration

  First, you need to select System Admin from the main menu → And Select Refresh Tokens from the sub menu. Then you can see the window like below; Here you should click on the ‘’Sign in with Xero’’ Link Then you would be able to login to the Xero by ...

• PermAssist workflow

  PermAssist workflow You can find a progressive step by step video of this workflow in the help files section under ‘Workflow’.     The ‘Proceed To’ function will always move forward to the next stage of an application in the workflow. You can alter ...

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  PermAssist now records the Owner Made representation under Notice and Orders section Default Value will be NO 

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  Step 01 Add Inspection Types to all PA applications using the System Admin --> Inspection Type option. Select the System Admin from Menu and Select Inspection Types from Submenu. Under the Template tab, add the necessary inspection types. Click on ...

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  GUIDE FOR TAG TEMPLATE v2 Tags are used to label application according to the respective status it has progressed to and is a feature that is used to make it easier for clients to process applications and recognize the state or tags could be used as ...