Xero: Overview

Important Notes:

  • Commusoft cannot be held responsible for the quality of data. Please ensure the data in your accounting package is of good quality and in the correct fields.
  • If the title field is blank in your accounting package, Commusoft will add the top one in the list; see System Settings > Customer Titles, to all customer records by default this is '-'.
  • Read all the information carefully, this will guide you through the articles that will apply to you.
  • If at any point you are unsure please contact support on 02030 266 266 selecting option 2. 

Follow and complete the instructions in the flowchart below, answering the questions with Yes/No.

In the 'Read and complete' section below, you will see articles which apply to the steps in the flowchart above. Click the relevant link to open the article in a new tab. 

Read and complete: