About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

Xledger operations on Zapier

Start a workflow when this happens

Newly Modified AP Transactions. — Triggers when an AP transaction is modified.
Newly Modified AR Transactions. — Triggers when an AR transaction is modified.
Newly Modified Customers — Triggers when a customer is modified.
Newly Modified Donors — Triggers when a donor is modified.
Newly Modified Journal Entries — Triggers when a journal entry is modified.

Show 5 more triggers

Newly Modified Projects — Triggers when a project is modified.
Newly Modified Purchase Orders — Triggers when a purchase order is modified.
Newly Modified Suppliers — Triggers when a supplier is modified.
Newly Modified Timesheets — Triggers when a timesheet is modified.
Newly Reconciled Customer Invoices — Triggers when a customer invoice is reconciled and its remaining amount is zero.

Things Salesflare can make it do

Create Donation Deposit — Creates a donation deposit along with one row of details.
Create Double Entry GL Item — Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.
Create Employee — Creates an employee in Xledger. This include user, contact and supplier creation. The new employee and user will have the employee role by default.
Create Expense Detail — Creates an expense detail line.
Create GL Import Item — Creates a GL import item.

Show 13 more actions

Create Invoice Base Line — Creates an invoice line in the invoice base.
Create Purchase Order Detail — Creates a purchase order detail, i.e a purchase order line.
Create Purchase Order Header — Creates a purchase order header, use this before creating PO details.
Create Sales Order Detail — Creates a sales order detail i.e a sales order line.
Create Sales Order Header — Creates a sales order header, use this before creating SO details.
Create Timesheet Entry — Creates a timesheet entry.
Create or Update Company and Customer — Creates a new company and customer, if the code is already used in Xledger, the existing company or customer is updated instead. This action allows to link multiple customers to one company.
Create or Update Customer — Creates a new customer, if the code is already used in Xledger, the existing customer is updated instead.
Create or Update Donor — Creates a new donor, if the code is already used in Xledger, the existing donor is updated instead.
Create or Update Supplier — Creates a new supplier, if the code is already used in Xledger, the existing supplier is updated instead.
Create or Update a Project — Creates a new project, if the code is already used in Xledger, the existing project is updated instead.
Get Supplier by Code — Return a supplier's dbId and bankAccount from its code
Update Purchase Order Status — Updates the PO status to transferred.

Xledger and Salesflare