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Connect to XERO

58  Administrator October 24, 2023  Invoicing, XERO

This article relates to the following pro-Forms modules:

WORK MANAGER

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Xero' option.

Clicking the 'Xero Login' button will show a login prompt allowing you to enter your XERO username and password:

Upon successful entry of your XERO username and password you will be prompted to give access to XERO:

 

Click to continue and the screen will refresh: