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Connecting Xero

Connect once and invoices and payments move both ways between FAST and your accounts.

  1. 1

    Open the Xero page

    Owner

    Which set of books you are connected to, and since when.

    Open on the demo ↗ sign-in
  2. 2

    Press "Connect to Xero"

    Owner

    Owner only. You sign in at Xero, not here.

  3. The system does this
    • Xero sends you back and it reads Connected
    • From then on every invoice queues itself to Xero
    • Each attempt is written down before the call goes out
    • Each attempt finishes once: success or failure
  4. 3

    Read the sync log

    Office

    This is where you look when someone says an invoice never reached Xero.

    Open on the demo ↗ sign-in
  5. 4

    Try a failed one again

    Office

    It makes a fresh attempt and keeps the old one so you can still trace it.

  6. The system does this
    • If it keeps failing, it stops and tells the owner
    • Payments are pulled back from Xero
  7. 5

    Match a payment still sitting there

    Owner

    Only sensible invoices are offered.

    Open on the demo ↗ sign-in
  8. 6

    If the connection breaks, reconnect

    Owner

  9. 7

    Disconnect when you need to

    Owner

    The history stays.

    Open on the demo ↗ sign-in