Set up & configuration
Set up and configure your Xero experience.
By Ollie and 2 others3 authors10 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 - Link to your Xero accountConfigure your Xero account.
- Xero Integration - Create a clearing accountSet up a clearing account for your middleware.
- Xero Integration - Setting up two-step reconciliationConfiguring two-step authentication to reconcile Xero invoices in the Middleware.
- Xero Integration – Manage ContractsAn overview of the Manage Contracts section in Xero Middleware, including how to access it and its key features.
- Xero Integration - Sales Invoice only Xero user cannot access the MiddlewareThe Xero Middleware only allows standard and adviser user roles to link customers.
- Xero Integration - Payment discrepancy notificationsEnable payment discrepancy email notifications, including email formatting requirements.