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Connecting to Xero

Video Demonstration on connecting xero:

  1. Under Admin > Xero Accounts > Click on the blue Add Account button on the top right corner

  2. Set the correct due date/GST settings, and tick the box beside the consultant whose Xero you want to connect Xero Create Account

  3. Click Save and Connect to Xero at the bottom
    Xero Save Connect

  4. You will then be directed to a xero page, login if necessary, and choose the correct Xero team from the dropdown, then choose Allow Access at the bottom. Xero Allow Access

  5. All going well you should see a Success message: Xero Success

  6. Click the link to go back to Elixir, it should now say Connected:

Xero Connected