Overview: To start using Xero with ProcureDesk, you need to set up a connection between the two platforms. Follow the steps below to establish the connection.
Prerequisites
Admin access on ProcureDesk.
Your Xero account login details.
Step-by-Step Instructions
Log in to ProcureDesk:
Use the admin credentials provided by your account representative to log in to ProcureDesk.
Navigate to Configurations:
Once logged in, go to the "Configurations" section in ProcureDesk.
Connect to Xero:
Click on "Connect to Xero" within the Configurations section.
Enter Xero Credentials:
Enter your Xero account credentials when prompted.
Follow the on-screen instructions to complete the connection process.
FAQs
What should I do if I don’t have admin credentials for ProcureDesk?
Contact your account representative to obtain the necessary admin credentials.
Can I add multiple entities with their own Xero account to ProcureDesk?
Yes, you can connect multiple Xero accounts by repeating the process for each ProcureDesk account.
What if I encounter an error during the connection process?
If you experience any issues, double-check your credentials and ensure your Xero account is active. If the problem persists, contact ProcureDesk support for assistance.
How do I know if the connection was successful?
You will receive a confirmation message on the screen, and your Xero account will appear under the connected accounts in ProcureDesk.
Can I disconnect Xero from ProcureDesk later?
Yes, you can disconnect Xero from ProcureDesk at any time by going back to the Configurations > Connect to Xero section and selecting the option to disconnect.