Feature spotlight: integrating Xero with Beyond

Feature spotlight: integrating Xero with Beyond

Integrating your accounting system with a new Beyond account

If you haven’t signed up for a Beyond account yet, a) you really should, it’s pretty snazzy, and b) you can integrate your accounting system with Beyond when you create your account, so your system is full of real, useful data when you sign in for the first time.

After you’ve chosen your log in details and told us a little about your organisation, you’ll see a step to integrate your existing accounting software with Beyond.

The integrate accounting step on the Beyond sign-up process

Choose your accounting system – in this case, Xero – from the list and hit ‘connect and sync your data’. You’ll be asked to log into Xero and allow Beyond to access to your data. (This lets us import your actuals into Beyond, so you have your real, up-to-date finances alongside your plans; we can’t see your banking information or the pictures from that weekend.)

Xero asking for confirmation.

Next, you can choose how far back you want to synchronise your data; we’ll only bring in actuals from the date you give us, so your system isn’t bogged down with unhelpful receipts from 1997.

There’s also an option to automatically split your actuals when there are multiple account names or codes on them, so they can be assigned to different budget holders. (You can change this later if you’re not sure, but it’s useful if you frequently have one final actual for multiple forecasts.)

Choose how far back you want to synchronise your data.

Hit the ‘sync data from Xero’ button and – boom! – you’ve integrated your Xero account with Beyond. It’s just that easy.

Success! Xero and Beyond are integrated - it's just that easy!

Beyond will work away in the background, bringing the data you asked for into your account, so – by the time you’ve finished going through the other steps, adding other users and giving them budget (though you can skip them both if you’re eager to get started) – all of your data will be in Beyond, waiting for you, on the ‘actuals manager’ page of the ‘accounting’ section.

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