sblive Xero Guide

4. “Connected Apps” lists all the integrations you have with other cloud software via the Xero API, as well as recommending other software your business may benefit from using. This is covered in greater detail in the “Ecosystem” section. 5. “Invoice Settings” are covered in section F. 6. “Payment Services” operates similarly to “Connected Apps” in that it displays direct payment services you have linked to your system and how they are displayed on your invoices. You can assign different payment services to different Invoice templates (see section F). 7. In “Email settings” you can tailor the email from address, which is defaulted to come from your login email unless this is changed. In this section you can also edit the wording of the email templates that accompany any document sent to your customers and suppliers. 8. “Payroll Settings” is displayed if you run payroll through Xero. This is covered in our Payroll section. 9. Expenses. 10. “Xero to Xero” is a great way to improve efficiencies in sending sales invoices and receiving purchase invoices if your contacts also use Xero. details how to use this effectively. 11. “Custom Contact Links” enables you to link directly from Xero to other cloud based systems if you use these to manage your customer and supplier databases. As this is a bespoke area it has not been covered here, please use if you need to set this up.

To access the following setting you’ll need to click on ‘Looking for advanced settings’ which is at the bottom of the screen:-

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