Setting up Xero

Getting started

Xero organisations can be linked to clients from the Xero tab of a client’s Manage Client page.

The Connect to Xero button will redirect you to Xero to complete the authentication process. Xero will ask you to sign in to your account and select an organisation to connect to eComLedger.

Sign in to Xero

Xero will then redirect you back to eComLedger. When connecting organisations for the first time, you will be redirected to the mapping page to map the organisation's Chart of Accounts and Tax Rates to eComLedger's Journal rows.

Mapping Chart of Accounts

Mapping Tax Rate Exceptions

Updating Accounts' default Tax Rates