Instructions for Connecting Your Xero Account

Step 1: Access your Xero Account

  1. Login to your Xero Account.
  2. Navigate to the top-left corner and click on the dropdown menu with your business' name.
  3. Click on Settings under the dropdown menu.

Step 2: Manage Users

  1. Under Organisation Settings, navigate and click on Users under the General section.

This will bring you to the Invite a User page.

Step 3: Add Jenfi as a User

Fill out the following details:

  1. Jenfi
    Type this into the First name field.
  2. DD
    Type this into the Last name field.
  3. [email protected]
    Type this email address into the email field.
  4. Under Business and accounting, select the Read only button.
  5. Click on the Send invite button.

Jenfi will receive view-only access of your Xero Account upon accepting the invitation email.