Connecting is easy. Just follow the email invitation link you received or go directly to https://triver.com/integration-xero/. You'll then log into your TRIVER account and Xero to configure your connection in a few simple steps.
- Step 1: If you have received an email invite to connect your Xero account, open it and click the “Connect my Xero account” button
- Step 2: Log into your TRIVER account when prompted.
- Step 3: Log into your Xero account.
- Step 4: Authorise access for TRIVER. This is similar to how you connected your bank account when you opened your facility — it’s straightforward and secure.
- Step 5: Configure your Xero connection:
- Choose the bank account you use to receive money from TRIVER and to make repayments
- Select the expense account you use for recording the transactions and fees related to your TRIVER advances
- Pick the TRIVER supplier from your list of existing suppliers (If you don’t have TRIVER setup as a supplier in Xero yet, just leave it blank)
That is it! Invoices can now be pulled automatically for faster advances whenever you need cash, and you’ll also benefit from automated ledger updates.
Click here to see how the automated ledger updates work.
Tip: If you can’t log into Xero, double-check your username and password or reset your Xero password.