Connect Easy Month End to Xero
To connect your Easy Month End Account to Xero first choose the "Settings" cog in the left hand menu and then click "Connections". Connection Settings Click "Connect to Xero" and choose which Xero Organisation you'd like to connect to Easy Month End. Click "Allow access" Choose Xero OrgaPopularHow do I get copies of my invoices and receipts?
Invoices and receipts will automatically be sent out to your Billing Email address as the payment is processed. You can set your Billing Email under Settings Account. However, if you need an old invoice (we have all been there, its ok), you can find copies of all your invoices in Settings Billing Manage Billing You will then be able to see all your billing details. Scroll to the bottom of theSome readersConnect another Xero Organisation
If you have already connected Easy Month End to Xero, you can add another Xero Organisation under Settings Connections, and then "Manage Connection" in the Xero box. To add a new organisation, choose the "+ Add organisation" link at the bottom of the list. Choose "+ Add organisation" (https://storage.crisp.chat/users/helpdesk/website/ecb96338Some readersChange your Working Days
Standard Workdays Working days are every Monday to Friday excluding public and regional holidays. If a task is set to fall due on a non-work day (ie. The date falls on a weekend or holiday), the task will automatically default to the day before the holiday. To select, check or change the holidays that impact your working days. Go to Settings Holidays. You can select the country and city/region (for regional holidays) where you are based for all the default holidays. To help you planSome readersDisconnect Xero from Easy Month End
You can either disconnect a single Xero Organisation from Easy Month End, or disconnect from Xero entirely and remove all Xero information. To disconnect a single organisation, click Settings Connections, then "Manage Connection" in the Xero box. Choose the "three dot" menu to the right of the organisation you'd like to disconnect, and click the "Remove access" link. Disconnect a single Xero OrgSome readersChange your work week
Whatever your standard work week is, we have you covered - whether you are lucky enough to only work four days, or you need to add in a Saturday as a working day (bummer) To change your work week: Go to Settings --Holidays Scroll to the bottom of the page and you will see your Working days options . The default is Monday - Friday. Select or deselect the days that make up your standFew readersAdd additional accounts
Easy Month End allows you to have multiple accounts if you manage independent organisations, or if you have a distributed finance team. To create a new separate Easy Month End account: Select your name at the top right of the page Select Switch account You will then see a list of all the accounts you are a member of, select the "Create new account..." option (https://storage.crisp.chaFew readersSwitch between accounts
If you have multiple independent finance teams within your group structure we still have you covered. You can have multiple Easy Month End accounts and decide which of your team needs access to which accounts. This structure is perfect if you have semi-independent subsidiaries with an overarching group finance team. To create a new account: If you would like multiple accounts, then please reach out to us and we can get your team all set up To switch between accounts; SeFew readers