Step-by-step on how to connect your Xero account
Connecting is easy. Once you're logged into your TRIVER account, you can connect your Xero account in a few simple steps.
- Step 1: Log into your TRIVER account and go the the screen to advance an invoice (click the "Advance a new invoice" button.
- Step 2: the “Connect to my Xero account" button
- Step 3: Log into your TRIVER account if to do so
- Step 4: Log into your Xero account.
- Step 5: 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 6: Configure your Xero integration to enable automated reconciliation (optional):
- Choose the bank accounts you use to receive money from TRIVER and to make repayments. If you don't have one already, the system can set one up for you with a click.
- 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, you can set one in with a click.
- Click the "Save reconciliation settings"
That is it!
- Invoices are now automatically imported to your TRIVER account for faster advances whenever you need cash
- Automated transaction updates into Xero for all your invoice advances, repayments and fees allow you to reconcile with a single click
Click here to see how the automated transaction updates work.
Tip: If you can’t log into Xero, double-check your username and password or reset your Xero password.