Setting Up XERO Integration Settings
If you have authorised Buddy's access to XERO, you will need to set up your integration settings.
- Go to Company Settings
- Click on the Integrations tab
- Press on the Connected next to XERO to open the settings menu
- From there, adjust the settings by selecting the desired options from each drop-down menu.
Do note that in some drop-downs (e.g. FSS Payable To), due to the large amount of contacts, you might have to type in the name to filter and select the account.
A standard example is shown in the screenshot below: