How do I connect my accounting software to TRIVER?

Connecting is easy. Once you're logged into your TRIVER account, you can connect your Xero, Sage Business Cloud or Quickbooks Online 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 accounting software" button
• Step 3: Log into your TRIVER account if you're asked to do so
  
• Step 4: Log into your accounting software account (Xero in this example)
  
• 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: This step is for Xero only: Configure your accounting 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

If you've enabled reconciliation (Xero only at this stage), you'll get automated transaction updates into Xero for all your invoice advances, repayments and fees, allowing you to reconcile with a single click

Click here to see how the automated transaction updates work.