• Xero bank reconciliation integration overview

    NOTE: this feature is only available in the Professional plan. If using the Essentials plan please contact us for information about upgrading.   The Xero bank reconciliation integration helps you reconcile the amounts held in Donorfy with the amo...

    Robin Fisk
  • Connecting Donorfy to Xero

    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: Click on Connect to Xero and enter your Xero credentials. That's it - you ...

    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 ne...

    Robin Fisk
  • 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