The initial step involves ensuring the financial accounts and GST (Goods and Services Tax) rates in both Xero and UniPhi are correctly configured and mapped. This mapping utilizes the Account Codes (or Chart of Accounts) from Xero to classify transactions within UniPhi. Step 1.1: Identify Account Codes in Xero (Prerequisite) Before commencing configuration in UniPhi, you must identify the relevant Account Codes in your Xero organisation. 1.Log in to Xero and navigate to the A

For UniPhi’s AI capabilities to truly take off and provide valuable, assured insights for informed business decision-making, a certain level and quality of data is essential. Unlike large language models such as ChatGPT, which draw on vast amounts of publicly available information to summarise and answer questions, UniPhi’s AI for portfolio and project management relies entirely on your organisation’s own data. This is what powers machine learning–based insights that can gui

This section covers connecting to Xero and the workflow for creating an Accounts Payable (AP) Invoice (known as a Certified Progress Claim) for a supplier or consultant in UniPhi. Step 2.1: Synchronize with Xero You must authorize UniPhi to connect to your Xero organisation for data transfer. 1.In UniPhi, navigate to Configuration > Accounting integration > Dashboard. 2.Click Connect to Xero. 3.Follow the prompts on the Xero authorisation screen: Select the Organisation and

Maximise UniPhi’s Own Modules Use UniPhi’s built-in modules to capture as much operational and project information as possible. The more complete your records, the better the AI output. Import Data from Other Systems UniPhi offers multiple integrations. If you use other tools such as Microsoft Project, Primavera P6, or even Excel spreadsheets of past projects, you can import that information directly into your UniPhi deployment. This can be historical project data, cashflow p