Get started with Xero
Set up and configure your Xero experience.
By Ollie and 1 other2 authors12 articles
Xero User GuideA guide to set up your Xero Middleware.
Xero Integration – Before you get startedCheck system requirements, account limits, and contract type restrictions before setting up the Xero Middleware integration.
Xero Integration - FAQsCommonly asked questions about the Xero Integration.
Xero Integration – Link to your Access PaySuite DDCMS AccountConnect your Xero account to Access PaySuite DDCMS to simplify and streamline your payments workflow.
Xero Integration - Create a clearing accountSet up a clearing account for your middleware.
Xero Integration - Add a customerAdding a new customer in the middleware.
Xero Integration - Link to your Xero accountConfigure your Xero account.
Xero Integration – Manage ContractsAn overview of the Manage Contracts section in Xero Middleware, including how to access it and its key features.
Xero Integration - Manage customersCustomer management using Xero.
Xero Integration - Setting up two-step reconciliationConfiguring two-step authentication to reconcile Xero invoices in the Middleware.
Xero Integration - My customer creating their Direct Debit?Creating a Direct Debit contract from signing up or the Pay now button.
Unmatched invoice detectionHow the Unmatched Invoice Detection feature works, and how to set it up.