01OPERATIONS TO BOOKS
Operating finance that reaches your accounting system.
Invoices, bills and payments created in the course of operating work can be reflected in Xero, so they are not keyed twice.
INTEGRATION · XERO
Keep Xero as your books, with operations running in Voyager.
Voyager runs the operating side of finance, from milestone invoices to approved bills and refunds. With Xero connected, that work stays consistent with your accounting system, and payment status flows back to the people who need it.
The connection at a glance
What Xero adds to Voyager.
- Context Voyager receives
- Supported accounting records the connection makes available, such as contacts, invoices, bills and payment status.
- Actions, where authorized
- Where the connection and your authority policy allow, Voyager can create or update supported records, such as invoices, bills and payments, so operating and accounting records match.
- Permissions and scope
- Access follows the Xero organization authorization and scopes granted. Accounting judgment and review stay with your finance team and accountants.
- Workflows it supports
- Milestone invoicing from delivery, approved bills from procurement, payment reconciliation and collections with account context.
- Voyager's own equivalent
- Voyager's finance operations: receivables, payables, invoices, bills, payments, cash position, budgets, forecasts and reconciliation.
- Keep it, replace it, or both
- Keep Xero as your accounting system. Voyager runs the operating finance work around it.
02BOOKS TO OPERATIONS
Financial status where the work happens.
Payment and balance status informs account owners, delivery and collections, with the customer, project or purchase behind each entry.
CONNECTION QUESTIONS
What to know before you connect.
- Does Voyager replace Xero?
- No. Xero remains your accounting system. Voyager runs operating finance work and keeps it consistent with your books.
- Does Voyager provide accounting or audit assurance?
- No. Accounting judgment, review and any audit remain with your finance team and accountants.
- Can accountants who serve several clients use Voyager?
- Voyager's partner model supports managed service providers, including accountants, working across the organizations they serve.
Get started
Start with one responsibility that matters.
Start with one responsibility that depends on this system. Keep it connected, run the capability natively in Voyager, or both. What Voyager can see and change always follows the permissions you grant.