Xero
Connect your business transactional account/s to Xero, a cloud accounting platform; and have your transactions flow automatically into Xero by setting up a direct feed.
Reconcile your transactions regularly so you always have an up-to-date view of your finances.
Note: You will require a Xero account to enable this feature. For more information on Xero, visit www.xero.com.
Frequently Asked Questions
- Log onto your business account on our Digital Banking platform, B\\YOND.
- Access your Owner or Superuser profile on the right menu containing your profile information and select “Settings” on the drop-down menu.
- On the settings menu tab, click on the Xero tab.
- View the list of your active accounts displayed.
- Select the account you wish to link to Xero by clicking on the 'Link' option as shown below and follow the user-friendly prompts to seamlessly guide you through the process.
- A new window will open where you will be required to login using your Xero credentials.
- Thereafter you will be navigated to the next page where you will be prompted to click on the 'Allow access'.
- Once you have selected the “Allow access” button; you will be given the option to “Import transactions” from the last month up to 3 months or you can skip this step.
- You have now successfully set-up your Sasfin business account/s transactions to automatically feed into Xero every morning.
- When you next log onto your B\\YOND profile and access the Xero tab on the “Settings” page, the status on the “Linked” field will display as “yes”.
Your Sasfin account and Xero are now successfully linked; and you can now experience the benefits of saving your business precious time and effort.
Contact our Clients Relationship Centre on 080 23 23 23 6 for any further assistance.
To unlink your account go to the Xero page under Settings, click on Unlink for the respective account.
The Xero API integration runs once a day.