Xero
Xero/Loft - Common FAQ's
In Article Navigation can be found to the right of this article or via the buttons below Xero Support Xero User Roles Xero Bank Feed Setup Bank Feed Support Bank Account Importing How Data is Shared Loft to Xero GL Posting Xero Income Statement ...
Xero Settings & Mapping
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in Xero>Settings page under your Integration menu. *mapping settings ...
Multiple Brokerages/Xero Accounts Connection
In Article Navigation can be found to the right of this article or via the buttons below Scenario 1 Scenario 2 Scenario 3 As multi Brokerage user or Accounting firm assisting our clients, the new connections in Xero can get a little complicated. ...
Xero Connecting/Disconnecting
Connecting to Xero Head to Integrations>Xero Click the green 'Connect Xero' button In the next prompt, choose your Brokerage name from the dropdown named 'Select another organization'. ****If you have connected in the past you will see the option to ...
Xero Contact Mapping
In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked Xero Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to duplicate contacts ...
Setup a Xero account
In Article Navigation can be found to the right of this article or via the buttons below Sign up Financial Settings Add Chart of Accounts Add Office Setup Taxes Invite Loft Settings/Mapping Sign up for Xero Navigate to ...