General Ledger: Xero

RadiusCore Workpapers can source General Ledger information directly from Xero using data integrations.

#	Item	Detail	Reference
1.	Connect to Xero	Select Connect to Xero to start the connection process via RadiusCore's Excel addin.
2.	Select Connection	Using RadiusCore's connection dialogue, select a new or existing Xero connection to use.	- User Documentation: Establishing a New Connection - User Documentation: Using an Existing Connection
3.	Verify Connection	In the Link Status section, verify the appropriate Xero connection is selected. If the wrong connection was selected, use either Clear to remove the connection, or Connect to Xero (per step 1, above) to select a different Xero entity.
4.	Establish Connection	Select Finish to complete the GL link process. Doing so will perform an initial data synchronisation from Xero.	• See Trial Balance worksheet for source Xero report. • User Documentation: Understanding RadiusCore Xero reports