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.
    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.