All systems

Systems / Delivery records

Xero in the work.

These projects connect the operational event to the finance record, so staff do not rebuild the same invoice, payment or bill by hand.

The system's place

The financial record followed the real job.

Xero remains responsible for accounting. The connection gives it the invoice, bill or payment event created by the work, then returns the status people need to act.

Selected delivery records

What changed.

These records show different Xero jobs. They do not imply one standard connector or the same accounting rules for every business.

Agri Access WA

Accounts, invoices and payment status

Recorded live

Before

Sales activity and the accounting record required a manual hand-off.

What changed

A custom connection creates accounts and invoices in Xero, then writes payment status back to the operating record.

Recorded result

The delivery record confirms the Salesforce and Xero project reached go-live in 2024.

Halliday Engineering

Invoices, purchase orders and vendor bills

Recorded close

Before

Operational jobs and the finance record crossed several manual checks and mappings.

What changed

Kaizen built a custom connection for invoices, purchase orders, vendor bills, tracking categories and invoice voiding.

Recorded result

The Xero connection was the final delivery item before the Salesforce implementation close meeting in July 2024.

Macquarie Electric

Xero bills inside the inventory workflow

Recorded close

Before

Inventory work and supplier bills lived in separate operating views.

What changed

Kaizen built the Xero connection, including a bills sync into the Salesforce inventory workflow.

Recorded result

The connection was recorded as set up before the project close meeting in July 2024.

Farris Care Services

Care invoices, timesheets and claim status

Recorded live

Before

Service delivery, claims and accounting crossed several systems and manual checks.

What changed

Xero handles invoices and timesheet information inside the wider Salesforce and Maica care workflow.

Recorded result

The implementation went live in September 2025. Later evidence records claimed invoices updating automatically as fully paid.

Myriota

Finance connection inside a support portal program

Recorded live

Before

The new customer support experience still needed its financial record connected.

What changed

Kaizen completed the Xero integration as part of the portal's UAT and go-live work.

Recorded result

The support portal went live in October 2024, with the Xero construct recorded as complete.

4cRisk

Field work and invoice account mapping

Recorded delivery

Before

Field work types and the financial account used for invoicing needed a consistent relationship.

What changed

A managed Xero connection carries invoicing with general ledger and income account mapping.

Recorded result

Production delivery tickets confirm the wider Field Service changes were live from July to August 2026.

The next step

Start with the financial handoff.

Tell us what creates the invoice, bill or payment and who checks it now. We will map the record, rules and exceptions.

Talk to Mara