Authorising Apxium Dashboard with Xero Token Access

Here are the steps on how to provide Xero token access

This is the same process for authorising your AuditSafe and Taxpay Dashboard 

 

Provide Xero token access with these easy steps 

1) Copy the provided Apxium URL. 

2) Enter username and password provided.


3) Once logged in you will see your company logo.

On your dashboard, go to Admin > Xero Connection > Click "here" to authorise Apxium to access your Xero instance.

Screenshot 2023-07-19 102135

Please ensure that the ABN matches the ‘Australian Business Number’ field located under Settings → Organisation Details in Xero.

4) This will open Xero to a new tab.

5) Enter your Xero log on details. Screenshot 2023-07-19 102342

6) Click on “Allow Access” as per below. 

7) Ensure you choose the correct entity from the drop-down box and click
Connect.

8) Your browser will take you back to your previous Apxium screen. You can now close your
browser.


9) Please inform Apxium when access has been granted and we will populate your dashboard
with your current data. 

 

For Sandbox Purposes: Please note that the environment will be benign and it is not possible to effect any changes in Xero via the above process.