• Linking Your Xero Organisation to Your Easy Month End Entities

  Linking your Xero Organisation(s) to your Easy Month End Entities can only occur once you have connected your Xero Organisation(s). If your Xero Organisation(s) are not yet connected, then refer to the help guide on connecting Xero to Easy Month End. Once you have connected your Xero Organisation(s) to Easy Month End, you will need to map which Xero Organisation(s) relates to each entity you created in Easy Month End. If your Xero Organisation and Entity in Easy Month End have the same nSome readers

• Removing Your Xero Connection

  You can disconnect your Xero organisation from Easy Month End at any point in time. You can disconnect from either Easy Month End or your Xero. Disconnect your Xero from Easy Month End In Settings --Connections, Select the three dots icon beside the entity you wish to disconnect from and then select the Remove access option Then confirm you want to remove access when asked. (htSome readers

• FAQs About your Xero Connection

  Q. Can I leave a review of the software or service I received? A. Yes, you can leave a review on the Xero marketplace and help other finance teams take the pain out of month end. Q. What happens to my data in Easy Month End if I end my Xero subscription A. If you end your subscription to Xero, the automatic connection to Easy Month End is broken, meaning no additional data is brought in. All existing data in Easy Month End will remain unless you otherwise delete it. Q. CSome readers

• Your Xero Data

  Easy Month End will only pull the data that we need from your Xero account to help you automate your month-end. The data flow diagram below shows the main flows between Xero and Easy Month End.Some readers

• Getting Started with Xero

  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 organisaiton(s) will stay connected and your data will be refreshed automatically every 20 minutes. Note: You will need Standard (with Reports) or Advisor permissions in Xero to add your Xero organisation. Note: If you have used Xero Single Sign On to sign upFew readers

• Refresh your balance sheet from Xero

  Your Xero connection will refresh every 12 hours automatically, however if you need updated balance sheet figures now, you can run a manual sync between Xero and Easy Month End multiple ways. From the Reconciliations page Scroll to the bottom of your entities balance sheet Select the Refresh now optionFew readers

• Single Sign On (SSO) with Xero

  Your Easy Month End account can be linked up to your Xero account so that you are able to sign in to Easy Month End using your Xero credentials. This can be useful if you wish to enable two factor authentication (done via the Xero log in process) or if you just want one less password to remember. Navigate to Settings --Account and then select the Require Sign in with Xero optionFew readers