Write, Bureaucrats, Administrators
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Difference between revisions of "Connecting BudgetLink to Xero"
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Connecting BudgetLink to Xero (view source)
Revision as of 23:14, 22 July 2019
, 23:14, 22 July 2019no edit summary
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# Set the '''Connection Type''' to '''Connect to Xero using the inbuilt public certificate (default)'''; | # Set the '''Connection Type''' to '''Connect to Xero using the inbuilt public certificate (default)'''; | ||
# Click '''Select''' and login to the xero website to choose your data file; | # Click '''Select''' and login to the xero website to choose your data file; | ||
# | # Select the '''Tracking Categories''' tab; | ||
# Click '''Refresh Lists''' to pull the list of possible tracking categories; | # Click '''Refresh Lists''' to pull the list of possible tracking categories; | ||
# Select tracking category used for '''Jobs''' (if required); | # Select tracking category used for '''Jobs''' (if required); | ||