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Xero: Getting Started

How to setup Xero with Ardex Essentials

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

Linking your Xero account to your Ardex account is simple. There are a few steps to follow and you can view any article to walk you through each step.

The steps are as follows:

  1. Check your Xero permissions are enabled and enabled for your staff.

  2. Link your Xero account to your Ardex account.

  3. Link your Chart of Accounts in Ardex to match your Chart of Accounts in Xero Learn how here

  4. Link your contacts in Ardex to your contacts in Xero

Once your setup is completed you will then be able to start and complete a month-end and export your statements to Xero. You can learn how to do that here.

Please Note: You can export statements to Xero outside of the month end by going to Finance > Statements. Click on the cogwheel next to the statement you wish to export and click Export.

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