Instructions for Connecting Your Xero Account

Step 1: Access your Xero Account

1. Login to your Xero Account.
2. Navigate to the top-left corner and click on the dropdown menu with your business' name.
3. Click on Settings under the dropdown menu.

Step 2: Manage Users

1. Under Organisation Settings, navigate and click on Users under the General section.

This will bring you to the Invite a User page.

Step 3: Add Jenfi as a User

Fill out the following details:

1. Jenfi
   Type this into the First name field.
2. DD
   Type this into the Last name field.
3. dd@jenfi.com
   Type this email address into the email field.
4. Under Business and accounting, select the Read only button.
5. Click on the Send invite button.

Jenfi will receive view-only access of your Xero Account upon accepting the invitation email.