Integrating Xero with Easy Month End is simple.
You will need to follow a few simple steps to connect your Xero organisation(s) to Easy Month End. You will only need to perform this process once as after you are connected your organisation(s) will stay connected and your data will be refreshed automatically.
Note:
You will need Standard (with Reports) or Advisor permissions in Xero to add your Xero organisation.
If you have used Xero Single Sign On to sign up with Easy Month End, then the company you signed up with will automatically be added.
To connect your Easy Month End Account to Xero first choose the "Settings" cog in the left hand menu and then click "Connections".
Click "Connect to Xero" and choose which Xero Organisation you'd like to connect to Easy Month End. Click "Allow access"
Easy Month End will now synchronise some information - you may briefly see a loading screen, then a list of all the Xero Organisations you're currently connected to. If you need to add more, you can use the "+ Add organisation" button to connect more orgs.
You can now match your Easy Month End Entities with your Xero Organisations by clicking Settings > Entities and then
Edit Entity. Choose the correct Xero Organisation from the "Connected Xero Organisation" select box.
You may also like to know how to Disconnect Xero from Easy Month End




