Connecting your Xero account

This walkthrough shows you how to connect your Xero account with Kwanji, so you can seamlessly pay your invoices.

1. From the Dashboard, click the ‘Add ons’ button or ‘Click here to Link’.

2. Select Xero by clicking the ‘+’ symbol

3. Enter your Xero account details and click login

4. Authorise Kwanji to connect with your Xero account

Select the organisation account you want to connect and click authorise

5. Choose the Xero line item you want Kwanji to reconcile against

6. Your Xero invoices are now available on the Kwanji Dashboard

This step may take up to a minute - please be patient!

6. Your Xero invoices can now be paid from the Dashboard

Your invoice details will be loaded into the new payment page for you to complete the transaction – note that the receive amount is fixed to ensure correct reconciliation. If you need to pay a different amount please go back to the dashboard and start a new payment afresh.

8. All done!

Oct 8, 2015   1662      3rd Party Integrations  
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