Bookkeeping in Portal 360
Bookkeeping is coming soon. It is planned to capture supplier invoices from client mailboxes and uploads, code them and pass them to your accounting software, starting with Xero.
What is planned
Coming soon: capture supplier invoices and send them to your ledger.
Planned: invoice capture
Planned: coding and review
Planned: your ledger
How it will work
Announcement
We will announce Bookkeeping when it is ready to use.
Find it in the Marketplace
Bookkeeping will be added from Marketplace > Apps, like other apps.
Work from one place
Bookkeeping will use your client, entity and contact records.
Immutable backups
Tamper-proof copies of your data
ISO 27001 certified security
Independently audited
99.99% uptime SLA
Built to stay available
Australian data centre and hosting
Your data stays onshore
Migration program
Switching practice management software? We move you across.
For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.
Frequently Asked Questions
Not yet. Bookkeeping is coming soon. Talk to our team if you would like to hear when it is ready.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.