Setting up your Account with Xero

Create an account by going to https://myeasyaccrue.com and clicking the Sign in with Xero button. After logging in with Xero, your EasyAccrue account is now created. You can now explore EasyAccrue - have a look at our provided example business, Fake Eyelashes Co to see what to explore.

Importing your Xero business

To quickly get your Xero data into EasyAccrue, go to the Dashboard and click the Import Xero Business button. Follow the following steps to get started:

Follow the Connect to Xero prompt.
Once complete, pick the Xero business you want to import and fill in the rest of the fields as appropriate. Not sure what a field means? Hover over the ? to the right of the field to get a quick tooltip explaining it.
Wait for the syncing process to complete. This shouldn't take longer than a few minutes. Once it's complete, you'll be prompted to choose your Nominal Codes, Prepayment Codes and Accrual Codes that EasyAccrue will use. These codes are prefilled from your imported Xero data, but it's worth double-checking the list to ensure everything matches what you want. (This data can be manually changed later, see Setting up Your First Business)
Swap to your imported Xero business by selecting it from the dropdown on the left panel. You're now fully set up to start using EasyAccrue!

For next steps, see Importing your Existing Adjustments

Existing Businesses

It's possible to connect a manually created business, to connect to a business to a different Xero tenant, or to reconnect to a previous Xero tenant through the Integrations page.

On the sidebar, expand the Admin tab and select Integrations to get to the Integrations page.
Select the Connect to Xero button to connect your business to a Xero tenant.
Fill in your Xero details and select your tenant

You should now see the connected Xero tenant name and the connection status in the sidebar. See Xero settings to see further integration settings.

Xero settings

To view the settings of your Xero integration, navigate to the Integrations page via Admin -> Integrations in the sidebar tabs.

On the Xero row, ensure the business is connected to a Xero tenant. A cog icon should be visible beside the Connection button.

Tracking column 1 (optional) - The name of the first tracking column. The tracking column name should be the name of the Xero category you want to relate to the adjustment. The values within the column should be the Xero category options available for that category.

Tracking column 2 (optional) - This follows the same rules as the Tracking column 1 field.

Note: Xero only allows two tracking categories for each row in a journal.

Journal status - The default status that journals posted to Xero from EasyAccrue should have. By default, this is set to Draft

Default tax rate - The tax rate code that journals posted to Xero should be use. By default this will use the default tax rate code in your Xero tenant.