How to Synch Xero Payments to Simpro
K-B

Khollen - BraveSecurity.com.au

Created Apr 04, 2024

How to Synch Xero Payments to Simpro

5
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Log in to Simpro

10 Steps
1

Click on Utilities

Click on Utilities
2

Click on Xero

Click on Xero
3

Click on Transaction Type

Click on Transaction Type
4

Click on Customer Payments

Click on Customer Payments
5

Click on SEARCH

Click on SEARCH
6

Click on RETRIEVE NEW PAYMENTS

Click on RETRIEVE NEW PAYMENTS
7

It automatically select all just click on PROCESS SELECTED

It automatically select all just  click on PROCESS SELECTED
8

Click on OK

Click on OK
9

You will be redirected to Progress Page where you can see the progress of synching

You will be redirected to Progress Page where you can see the progress of synching
10

After synching you will be redirected to Transaction History for Today page where you see all the payments you synched. Make sure all status are "Successful". If failed, investigate why and synch again until successfully synched.

After synching you will be redirected to Transaction History for Today page where you see all the payments you synched. Make sure all status are "Successful". If failed, investigate why and synch again until successfully synched.
Well done!
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