Xero invoicing - Settings

Here you configure the connection to Xero.

Tip

See Connect to Xero if the connection to Xero has not yet been established.

Select settings to change

Connect to tenant

Select a Xero tenant/organization for OpsCentre to send invoices to and click/tap save button.

Select Xero tenant/organization

Connect accounts

Select a Xero account for each OpsCentre charter quoting category click/tap save button.

Map Xero accounts

Disconnect from Xero

This will disconnect OpsCentre from Xero and invoicing through Xero will be disabled. Reconnecting to Xero can be done at any time.

Remove access to Xero

Connect to Xero

This screen is presented if OpsCentre is not currently connected to Xero (or becomes disconnected).

Connecting to Xero

Click/tap on the blue "Connect to Xero" button. This will take you to Xero to log in and grant the necessary access for OpsCentre to communicate with Xero.

Allow access to Xero

Info

Connect to tenant and Connect accounts screens will be presented next and must be completed prior to being able to send invoices to Xero.