Xero
Connecting Xero with Donorfy makes reconciling fundraising income with the bank a breeze. Accurately coded income items arrive from Donorfy straight into Xero. The Xero accounts integration is a Professional Plan feature only.
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Xero bank reconciliation integration overview
The Xero bank reconciliation integration helps you reconcile the amounts held in Donorfy with the amounts in your bank. When a donation is made a Transaction is created in Donorfy - eg a cheque (so the transaction is manually entered into Donorf...
Robin Fisk -
Connecting Donorfy to Xero
Connecting to Xero is quick and easy, just follow the steps in this guide. To connect your Donorfy to your Xero, you will need Admin-level access in Donorfy, and a login to your Xero account. Go to Settings > Configuration and find Xero Settings: ...
Robin Fisk -
Xero Defaults and Mappings
Admins can set Defaults and Mappings in Settings | Configure | Xero Settings. You must have first connected Donorfy to your Xero account - see this article. Mappings allow you to control how your analysis codes in Donorfy are mapped to their equiv...
Robin Fisk -
Sending Transactions to Xero for reconciliation
You can send your Donorfy financial Transactions to Xero for reconciliation with what appears in your bank account. You must first have connected and configured this feature - please see this article. To prepare to send Transactions to Xero you ...
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Xero app FAQs
How do I disconnect from Xero? To disconnect from Xero you need to go to Settings | Configuration | Xero Settings, click on the Xero Connect tab and then click on the Disconnect from Xero button. Disconnecting will mean you can no longer send Rec...
Robin Fisk