Xero Configuration
Introduction
Xero configuration will allow you to post the invoice details from Cloudoffis to Xero and download the invoices generated in Xero from Cloudoffis. By simply clicking on Post To Xero, all the invoice details will be pushed into the user's Xero account, and in return, Xero will send a generated invoice to SMSF Auditomation Portal.
How to Integrate Xero
To Integrate Xero account with SMSF Auditomation, refer the following steps.
Step 1: Click on Admin > Integrations > Xero Integration.
Step 2: Click on Enable button to activate Xero Integration.
Step 3: You will be now redirected to the Xero login page, enter your credentials and hit Log in.
Step 4: Click on Allow Access from the appearing pop-up.
Step 5: You will receive a confirmation toast message at the bottom of your screen.
How to Disable Xero Integration
To Disable Xero account with SMSF Auditomation, refer the following steps.
Step 1: Click on Admin > Integrations > Xero Integration.
Step 2: Click on Disable button.
Step 3:- Click on Yes to confirm the action from the appearing pop-up.
Step 4: You will receive a confirmation toast message at the bottom of your screen.
How to Reauthorise Xero Integration
If your login token to Xero has been expired, you will have to Reauthorise to enable to Xero integration once again.
Step 1: Click on Admin > Integrations > Xero Integration.
Step 2: Click on Reauthorise button.
Step 3: You will be now redirected to the Xero login page, enter your credentials and hit Log in.
Step 4: Click on Allow Access from the appearing pop-up.
Step 5: You will receive a confirmation toast message at the bottom of your screen.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.
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