Connecting to Xero

This functionality is only available if you are an Admin user.

Connecting to Xero

• In the Yordex interface, go to ["Settings" > "Services"]
• Click on ["Connect to Xero"]. Please contact us if you cannot see the "Connect to Xero" button.
• Login to Xero
• Allow Yordex to access Xero

Connecting to Multiple Xero Accounts

If you need to connect Yordex to multiple Xero accounts contact us to set this up.

• In the Yordex interface, go to ["Settings" > "Services"]
• Then follow the steps above to connect to the first Xero account.
• Once connected, assign that account to the right department or company, as below.
• To connect the second Xero account select "Add Account" and follow the steps above.
• Lastly, assign that account to the correct company or department.