Connect Fundwave with Xero and share the latest financials at a tap.
Step-by-step guide
- You will receive an email on a periodic basis to submit you Key Performance Indicator's, Qualitative Updates and Files. Click 'Submit' button on your email to get started.
- Sign-in to Fundwave
To sign in, enter your username (same as your email address) and your Fundwave password. (If you don't remember your password, press "Trouble signing in?" to request for a new one.).
Alternatively, if this email address is a Google account, use the 'Sign-in with Google' option. - Press 'Start' to initiate the submission.
- Click on the 'Xero' button.
- Enter your Xero credentials. Click on 'Log In'.
- Enter the name of the organisation. Click on "Allow access for 30 mins".
- Click on the
- Select Xero from the highlighted dropdown.
- Select the metrics that you need from the data-point drop-down menu and click on 'Save'.
- Click on the 'Xero' button and your metrics will loaded automatically.
- All Done ! Click on Finish and Submit your metrics.