Breadwinner for Xero
Please note, if you have Salesforce Enterprise edition or higher, or Salesforce Professional with the API enabled, Breadwinner will configure your page l...
Wed, 29 May, 2019 at 8:04 AM
This help article is for people who want to test Breadwinner for Xero and want to use production Xero org data, but don't want to make any changes or...
Wed, 9 Oct, 2019 at 9:53 AM
Does Breadwinner Support Person Accounts? Yes, Breadwinner supports person accounts. There's no additional configuration needed. We have a fair number ...
Mon, 20 May, 2019 at 7:15 AM
Customizing the Xero Invoice Customization options depend on which edition of Breadwinner you are on: Basic Professional Business Enterprise ...
Mon, 1 Feb, 2021 at 6:26 AM
Creating and Editing Xero Contacts Breadwinner has always had the ability to create Xero Contacts from Salesforce Accounts. Now, you can also edit those Xe...
Thu, 10 Oct, 2019 at 8:38 AM
Background Breadwinner associates a Xero Contact with a Salesforce Account first, and then any Invoices under that Xero Contact are saved as also being und...
Fri, 4 Oct, 2019 at 7:32 AM
Breadwinner follows a set of rules, or criteria, when determining what is pre-populated in the Invoice Creation stage and what is finally passed to Xero....
Wed, 9 Oct, 2019 at 9:54 AM
Overview Breadwinner will bring in all Credit Notes to Salesforce automatically. Due to some security reasons, Breadwinner does not allow your Salesfor...
Wed, 9 Oct, 2019 at 9:24 AM
Background: In a recent release, Breadwinner changed the relationship type between the Xero Contact and the Salesforce Account. This was done to reduce the...
Fri, 24 May, 2019 at 8:52 AM
In a recent release, Breadwinner updated the Xero Invoice and Contact page layouts. Most of our customers are happy with the change, however, there are a...
Fri, 19 Jul, 2019 at 5:13 AM