For those of you who use Clio and Xero, I need to know what you think:
Our firm constantly bills on two currencies ( CAD and USD) and we found out that Clio and Xero integration was not good for that. If we create a bill in Clio we have to check everything in Xero after that otherwise it's a nightmare for our accountant. And since Xero doesn't synchronize right away it became very problematic...
Therefore we now invoice directly in Xero. However we found out that the matter numbers do not synchronize with Clio so we have to check every time in Clio to reproduce the matter number in the invoice and it's not very convenient.
Has anyone experiences something similar ? Anyone has a suggestion to improve our process ?
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