Xero User Instructions

  • Reconcile any outstanding transactions with Xero before applying.

    Reconcile accounts with Xero, opens in new window

    1. Reconcile any outstanding transactions in your accounting software before you start your application to ensure a complete and accurate view of your business.
    2. Select the Xero icon on the financial data section of the application. A Xero window will automatically appear.
    3. Enter your email address and Xero password and select login.
    4. After you successfully log in, the Authorise Application window will appear
    5. Go to the dropdown box and select the business that is applying for the loan.
    6. Select Authorise and you're done.

Important information