Submit metrics with Xero

Connect Fundwave with Xero and share the latest financials at a tap.

Step-by-step guide

1. 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.
   
   
   
   
   
2. 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.
   
   
   
   
   
3. Press 'Start' to initiate the submission.
   
   
   
   
   
4. Click on the 'Xero' button. 
   
   
   
   
   
5. Enter your Xero credentials. Click on 'Log In'.
   
   
   
   
   
6. Enter the  name of the organisation. Click on "Allow access for 30 mins".
   
   
   
   
   
7. Click on the icon. 
   
   
   
   
   
8. Select Xero from the highlighted dropdown.
   
   
   
   
   
9. Select the metrics that you need from the data-point drop-down menu and click on 'Save'.
   
   
   
   
   
10. Click on the 'Xero' button and your metrics will loaded automatically.
    
    
    
    
    
11. All Done ! Click on Finish and Submit your metrics.