1. GreenSketch now supports Xero integration. Installers can connect their Xero accounts in GreenSketch and create Xero invoices directly from the quote page of a signed option.
Connect your Xero account in Settings > Integrations > Invoice. If you do not have a Xero account, you can register on the Xero website.
After clicking Connect with Xero, select the Xero organisation you want to connect.
Once connected, a configuration window will appear. Please make sure the item accounts and tax rates are correctly mapped before creating invoices.
On the Quote page of a signed option, click Create Invoice in Xero to review item amounts, the total amount, and complete the client information.
After clicking Create Xero Contact and Invoice, you will be redirected to Xero to view the draft invoice.
Note:
Once created, the Xero invoice cannot be updated from GreenSketch. Please edit it in Xero > Invoices.
If the invoice is deleted in Xero, GreenSketch supports creating a new Xero invoice again.
2.【proposal- retrofit】The retrofit project benchmark standard also provides three optional templates.
3. Fixed an issue where localized text in some product dialogs could not be fully displayed.
4. Users can easily upload the company logo in the proposal. Admin and other authorized users can set a unified logo for all users under the organizational structure.
5. Added company information required by Legal to the footer of the homepage.
6. OSW Account Connection Optimization
Company information can now be verified and updated directly within the modal when connecting an OSW account, eliminating the need to return to the Settings page:
Direct ABN Editing in the Connection Modal: ABN and Company Name input fields have been added to the "OSW account connection required" modal. ABN details can be verified or updated directly during the connection process, with updated information automatically syncing to company settings (
Settings > Company info).
7. Removed multiple-choice questions from the installer sign-up flow.