Note that after you connect Veryfi to Xero, all Expense Accounts are transferred to Expense Categories in Veryfi. To disconnect your Xero and Veryfi accounts, simply tap the Xero cell again in Connected Apps and accept the prompt asking if you want to disconnect. Just navigate to Connected Apps and click on Edit for the Xero integration. You can always modify those default settings. Press “Done” in the header navigation or the back arrow return back to the Connected Apps screen. A thank-you screen will appear indicating that your accounts are now connected.
Xero accounting software tutorial how to#
How to push receipts to Xero (if you selected “Auto-upload all my receipts to Xero.”, a new Rule will be created.Where you want to upload receipts: Purchases, Bank Transactions or Expense Claims.You will then be presented with a series of default configurable options: After logging in, you will be asked to allow Veryfi to send your receipts autonomously. (Rest assured, all communication in Veryfi is safe and encrypted using AES encryption sent over HTTPS 128-bit encryption/SSL to and from our Tier 4 facility.)Ĥ. Note: You can also connect Xero in the Veryfi Mobile App: My Profile > Connected Apps.ģ. A login prompt will appear for you to sign in to your Xero account.
![xero accounting software tutorial xero accounting software tutorial](https://www.3ecpa.com.my/wp-content/uploads/2016/07/photo-xero-cloud-accounting-software-pricing-700x567.jpg)
Click on the “Connect” button for Xero card to begin the integration process. Inside Veryfi Web HUB navigate to Connected AppsĢ. Follow these simple steps below to connect your Veryfi and Xero accounts.ġ.