Accounting & tax
Keep booked work and Xero in step.
Xero is cloud accounting software widely used in the UK, Australia and New Zealand. A practice sells hours. The diary that promises them and the ledger that bills them should describe the same week.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Consultation booked
- 2Duration and fee recorded
- 3Reconciled against Xero
Illustrative flow, not a screenshot of a connected account.
What Xero brings to your booking workflow
Billable time starts as booked time
What was agreed in the diary is what reaches Xero, instead of being reconstructed at month end.
Deadline season has structure
Cap how many filing consultations a day can hold so the last week of the quarter stays survivable.
Client meetings with a paper trail
Every consultation carries its date, duration and attendees without anybody writing a note about it.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Define consultation types
Filing review, advisory, onboarding — each with a length and a price if you charge one.
- 2
Set seasonal limits
Daily caps and buffers so deadline weeks do not fill past what the team can deliver.
- 3
Reconcile one week
Compare a week of appointments with what Xero recorded for it.
Where Xero sits in the catalogue
Xero is one of the connectors a particular kind of business layers on top of the core stack.
Browse the full catalogueListed under
- On the roadmap
Xero sits in the roadmap tier of the catalogue. Some roadmap connectors are already wired, so ask us rather than assuming either way.
Where this connection helps
On the roadmap
The catalogue files Xero under on the roadmap, one of the jobs that decides when an appointment should be offered, confirmed or moved.
Xero questions
Does this post invoices into Xero?
What syncs depends on your plan and setup. udaybooking owns the appointment; Xero owns the books. Confirm the link before you rely on it.
Can we market to prospects from here?
For Indian CA practices, outbound prospecting tools are switched off in line with ICAI ethics. Inbound booking is the supported path.
Is Xero available on my plan?
Xero is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with Xero.
Set up your booking page, connect what you already use, and let people pick a time that works.