Inviting Afirmo into your Xero Account

For Afirmo to access your Xero account to extract reports to load opening balances into Afirmo please follow these steps in your Xero account.

Step One: Click on your business name and click Settings.

Step two: Click on Users.

Step Three: Click on Invite a User.

Step Four: Add the following details. Click on Business and Accounting and Advisor.

Step Five: Press Send Invite.

Afirmo will then accept the invitation and will be able to log into the Xero account and extract the required reports and enter them into Afirmo.