To start the authentication process, select the highlighted Xero option from either the Sales Invoice Export Batches or the Purchase Invoice Export Batches
Once you have selected this option, two new windows will open on your browser. Please ensure that your browser is set up correctly to allow pop ups from the Etz site, as detailed in the following articles:
Internet Explorer Browser Settings
Pop up Blocker in Google Chrome
The first window will be checking the Authentication between Xero and Etz, to set this up correctly please take a look at the following article:
How Does the Xero Integration Work
It is important to make sure that the second window asking you to login in the Xero, with the highlighted Please Click Here link, is visible in the foreground, as it can be liable to be hidden in the background if you have multiple browser windows open
Once you select this link you will either be asked to login or, if already logged in, will be taken to the Xero site
After this the authentication process will be complete and the batch can be exported to Xero.
Comments
0 comments
Please sign in to leave a comment.