Open the invoice information
Start with ACCOUNTS / INV-1042. The record stays connected to Alex Morgan and its project context.
Follow the numbers back to the work.
Review invoice information and financial reporting alongside your projects and connected accounting records.
Xero connectionInvoice informationFinancial overviewProject reporting
See it with your workflow See accounting & insight in actionInteractive example
StelixAccounting & insight
Sample workspaceWORKSPACE / ACCOUNTING & INSIGHT
Accounting & insight
Follow the highlighted record through a typical project workflow.
PROJECT RECORDSSample data
ACCOUNTS / INV-1042 · Alex Morgan
Project to confirmProject correspondenceLatest updates and decisions
RecordedSupporting documentsDrawings, references and attachments
Available| Project context | Details |
|---|---|
| Supplier | Example Frame Supply |
| Invoice value | $8,450 incl. GST |
| Source | Connected accounting record |
AM
Connected to the project
The people, source information and next action stay together.
01 / A day in the project01 02 03
INV-1042 · Supplier invoice
Watch the example above, pause at any point, or click through the steps yourself. The walkthrough uses illustrative data and shared Stelix components.
Confirm the project allocation
Update project allocation from “Unassigned” to “RVR-024 · Riverside residences”.
Save the accounting context
The invoice information is linked to the project for review. No payment is made.
02 / Keep the work connected
See the next part of the workflow.
Explore the related tools that bring the office, site and business together.