If you are a Client of ours already see below for the steps to run through and get connected today. This will save you both time and effort in loading your slow payers with us allowing you to focus on your core business activity. Our app is also on the
Xero App Store.
If you aren’t a client of ours just yet
Sign Up Here or
Here for Xero users. If you are a Xero user and
Sign Up Now we will automatically connect your account so that you can load debts immediately.
The process to get connected is the same for all of the packages that we integrate with. You will need to have your
Xero or
MYOB username and password handy in order to make the initial connection.
Firstly, make sure you are logged in to our web portal
here.
Once logged in the steps to take are as follows:
- Click on My Details
- Click on Connect to Xero or Connect to MYOB Essentials or Connect to MYOB AccountRight.
- Authenticate with your Xero or MYOB credentials
- Click on Allow Access
- Click on Load a Debt
- Tick the box to agree to our terms and conditions
- Click on Load from Xero or Load from Essentials or Load from AccountRight
- The list of accounts receivable is displayed with the oldest at the top.
- Select the invoice(s) to load for debt collection by ticking the box next to each invoice (if multiple invoices are selected per customer they will be accumulated).
- Click on Submit
- Job done! The selected invoices are now loaded with us for collection.
We will then pull your customer data and pdf invoices from your
Xero /
MYOB account and immediately load it into our system for collection. Sit back and relax knowing that the experts are doing their best to collect your overdue accounts.
Further information on our
Xero Integration can be found on our
Debtor Outsourcing Made Easy page and our
Xero Help & Support Articles page.
