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Xero Onboarding | Setup Windcave in Xero

If the connection with Xero is not yet set-up, this is how to establish the connectivity between Xero and WIndcave. 


Open Windcave https://www.windcave.com/ and login 
Click User Accounts
Click My user
Scroll down and click Connect to Xerro
Click connect to Xero
Click Select an organisation
Select your subsidiary name
Click Allow access
Click 'branding theme' (just above the red buttons)
Select 'Word Invoice template in PROD'
Click 'payment account'
Select 'undeposited funds - Xero'
Click update (red button)


13 STEPS

1. The first step is to open Windcave and click Logon

Step 1 image

2. Click User Accounts

Step 2 image

3. Click My User

Step 3 image

4. Scroll down and click Connect to Xero

Step 4 image

5. Click Connect to Xero

Step 5 image

6. Click Select an organisation

Step 6 image

7. Click UAT AU

Step 7 image

8. Click Allow access

Step 8 image

9. Click highlight

Step 9 image

10. Select Word Invoice Template in PROD

Step 10 image

11. Click highlight

Step 11 image

12. Select Undeposited Funds - Xero

Step 12 image

13. Click Update

Step 13 image




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