Integrations
Connect your set-up with other platforms outside of Access.
By David1 author29 articles
Xero
Guidance on integrating Access PaySuite with Xero.
- Before you get started with XeroCheck system requirements, account limits and contract type restrictions before setting up the Xero Middleware integration.
- Xero User GuideA guide to set up your Xero Middleware with Access PaySuite.
- Link your Access PaySuite account to XeroConnect your Xero account to Access PaySuite.
- Link your Xero accountConfigure your Xero account.
- Create a clearing account for XeroSet up a clearing account for your middleware.
- Setting up two-step reconciliation for XeroConfiguring two-step authentication to reconcile Xero invoices in the Middleware.
- Add a customer in XeroAdding a new customer in the middleware.
- Manage Customers and Contracts in XeroAn overview of Managing Customers and Contracts in the Xero Middleware, including how to access it and its key features.
- Customers create their Direct Debit in XeroCreating a Direct Debit contract from signing up or the Pay now button.
- Link existing customers in Access PaySuite to XeroMatch Access PaySuite customers to their Xero contacts.
- Configuration in XeroSummary of Configuring Xero Middleware Settings for Access PaySuite Payment Service for different scenarios.
- Configuration in Access PaySuiteSummary of configuring Access PaySuite for different scenarios in Xero Middleware.
- Edit or cancel invoices in XeroModifying or cancelling your invoices in Xero.
- Check payments in XeroChecking received payments or invoice payments that have been successful.
- Connection and Server Error Fixes in XeroTroubleshooting Connection and Server Errors in Xero.