To produce a batch of reports using the Client Ledger Report AutoFile automation, the FYI client must first have been connected, within FYI, to their Xero ledger.
Note: This is a one-off step and can only be completed if you have already been granted access to the clients Xero Ledger.
- In FYI, go to Clients and select the relevant client
- Go to the Apps tab.
- Under Xero Accounting click Connect.
- Authenticate using your Xero credentials.
- Select the client ledger from the list