Website
Permission Levels: Admin - Full, Admin - Limited, and Bookkeepers
- Log in to Your Flex Account: Access your Flex account by following this link.
- Navigate to Settings: Locate and select “Settings” from the left-hand navigation menu.
- Open the Integrations Tab: Within Settings, click on the “Integrations” tab.
- Initiate Xero Connection: In the “Xero” section, select the “Connect” button.
- Log in to Xero: A pop-up will appear prompting you to log in to your Xero account and authorize the connection.
- Assign a General Ledger Account in Xero: Once connected, go to your Xero account and ensure that a general ledger (GL) account is assigned to the credit card product.
- Access the Credit page: In the left-hand menu, select your card type (e.g., Legacy Net-60, Charge Card, Net-60).
- Categorize Transactions: On the card overview page, locate the “Transactions” section. Select “Categories” to ensure all transactions are properly mapped and synced with Xero.