This is very easily achieved by inviting the user account with Funancial User account rights from within Funancial. NOTE: Only accounts assigned Administrator access within Funancial will be able to modify this permission.
Step 1: Ensure Funancial is still connected to your Xero organisation Use the status icon on the Dashboard to identify whether the connection between Funancial and the Xero organisation you are managing is intact. There are normal circumstances where connectivity...
Yes. Every user assigned Administrator rights within Funancial may add any number of organisations to manage as long as they are within the operating boundaries of the Funancial license, and they have authorised access to the organisational account on XERO.
Funancial is neither a bookkeeping tool nor is it an accounting reporting tool. Xero is a great solution used predominantly by accountancy firms, for accountancy needs. As a result it is specially attuned towards being great at creating the necessary reporting and...
Note: You will be required to provide your Xero login credentials when you connect so please have these to hand before you start the process. To connect Funancial to a Xero organisation Go to app.funancial.com Log into your Funancial account If no Xero organisations...
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