Alec Young VendorPlus creates your invoices and vendor statements in Xero, so it needs to be connected to your Xero organisation. Webtron sets this up with you when Invoicing is added.
We recommend having your Xero organisation set up and on the Grow plan or higher before connecting.
Each step has a short animation of the screen. Choose Desktop, Tablet or Mobile above an animation to see that layout; your choice is remembered on other guides. The red outline marks what to select next.
Step 1: Open Invoicing > Settings
Open Invoicing in the main menu and select Settings. On a tablet or phone, open the menu first.
Step 2: Connect to Xero
The Xero Connection section shows whether VendorPlus is connected, and which organisation. When it is not, select Connect to Xero. You are taken to Xero to sign in, choose your organisation and allow access, then returned to VendorPlus.
Once connected, the section shows the organisation’s name, with Refresh Accounts & Tax Rates (reloads your Xero lists) and Disconnect from Xero. Syncing stops while disconnected.
If Webtron is connecting for you
Webtron can also set the connection up for you. In Xero, open your organisation’s Settings > Users and select Invite. Invite the Webtron address we give you with the Standard role, plus Reports (All), Banking and Connect Apps. We accept the invite, connect VendorPlus and let you know when it’s done.
We only use access to your Xero account during setup, to make and test the connection to your VendorPlus. Please note, if our Xero user access is revoked, the connection to your VendorPlus will also expire.