Practical Business Integration Guides by Industry
How to check what your software already does, define the remaining job and scope a connection that can be maintained.
Guides by industry
Recruitment Timesheet Checks Before Payroll and Billing
Compare approved timesheets, placement details and pay and charge rates before payroll and invoicing. Keep exceptions and approval with your team.Wholesale Invoice Checks: Orders, Receipts and Charges
Match supplier invoices with purchase orders and received goods. Check units, partial deliveries and extra charges before approving a wholesale invoice.Freight POD and Invoice Checks Before Closing a Job
Find freight deliveries with missing proof of delivery or billing records. Check TMS status, customer rules and invoice links before treating a job as closed.Manufacturing Job Costing: Quoted Versus Actual Costs
Compare quoted and recorded manufacturing job costs while work is open. Separate actual labour, billable labour, materials and costs still to arrive.
Platform references
Additional guides to Halaxy integrations and reporting.
Halaxy API Integrations: Access, Scope and First Checks
Planning a Halaxy integration? Check access, native features, webhook coverage and failure handling before commissioning a custom build.Halaxy Reporting: Native Reports or a Custom Dashboard?
Check Halaxy's reports and Practice Dashboard before building a custom view. Define the missing decision, source records and reconciliation checks.Halaxy Xero Integration: Native Sync or Custom Build?
Halaxy already connects to Xero. Understand payment syncing, refunds and sync errors, then decide whether configuration or a custom workflow is needed.
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