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.
Related Articles
Staff
Introduction The first step after you get your Auditomation account ready is to add your staff and assign them their roles and give permissions. There’ll be only one staff member initially which is Company Admin and the others can be then added using ...
SMSF Auditomation Portal New Version Release - Enhanced Features
Introduction We're thrilled to introduce the latest UI release of the SMSF Auditomation Portal, packed with incredible enhancements that will redefine your experience. Get ready to explore the future of auditing with these exciting features: Enhanced ...
How to Create a Job
Introduction Creating a job is the very first step to get your work going. You can create a job and assign it to your staff by following the steps given below. From this page, you can only create jobs for the funds that you have created Internally, ...
How to Create and Submit Manual Funds to Auditor
Introduction Follow the steps given below to create and submit manual fund from Sorted Basic connected portal: How to Create Manual Fund Follow the steps given below to create the Manual Fund. Step 1: After logging in to the portal, click on Clients ...
What's New 6.2.4
Prepared by, Reviewed by, and Audited by Sign offs We've introduced a comprehensive feature on the Job, allowing users to effortlessly track individuals responsible for preparing, reviewing, and auditing audit files. Keep tracks on completion dates ...