Accounting Software Integration (Xero)
This article is a step-by-step guide to granting permissions for CommTrak to access specified Xero tenants (companies).
Prior to authenticating CommTrak's access to Xero, it is vital to ensure that appropriate permissions and restrictions have been assigned to each of your CommTrak users. Supervisor role can access the Accounts tab on the Customer profile.
If you have CommTrak Supervisors, who you do not wish to access to the Accounts tab, you can create a custom role, based on Supervisor, and remove the Accounts permission, 'Allow users to view/modify all accounting software related information'. You can then assign the custom supervisor role to users as appropriate. For an example of creating a custom role, see Support Centre article: https://support.commtrak.com.au/article/257-change-user-permissions-faq
Access the Accounting Software Integration settings:
Settings > Accounting Settings > Accounting Software Integration
The CommTrak Admin password is required to proceed and, once provided, the Account Software Integration settings screen is displayed:
If Accounting Software has not previously been specified, the screen is displayed as shown in the previous image.
Select the Xero option from the drop-down list:
Click , and you will be prompted to Grant Permissions:
In the previous image, permissions have not yet been granted, as indicated by the no-entry icons.
Clicking opens the Xero secure login screen in a new browser tab:
Log in with your Xero credentials.
You will be prompted to complete follow Xero's two-factor authentication (2FA) process, which may vary according to your Xero configuration. The following image shows the 2FA screen that is presented when an authentication app is being used:
Once authenticated, you will be prompted to Allow access to enable CommTrak to communicate with your MYOB account:
If your Xero account has multiple tenants, you will prompted to select the required tenant:
Once selected, click to proceed, or to decline. When access is allowed, you will be returned to the CommTrak Account Software Integration screen, which will indicate the permissions that have been granted:
Clicking will display a banner advising whether or not the authentication has succeeded for the currently selected Tenant (Demo Company (AU) in the previous image).
To add another tenant, repeat the authentication process by clicking .
The CommTrak Accounting Software Integration can now access the verified Xero tenants.