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...

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: ...

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...

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 ...

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...