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.
- On Xero, click the cog icon to display the Xero Settings.
The Xero Settings displays.
- Click Connect.
- Authenticate using your Xero credentials and select the client ledger from the list.