Why would I need to add Xero account details?

If you use the accounting tool Xero, the system can enable automatic invoicing for billing clients.

To ensure Xero can integrate correctly with Topsail, you must enter a contact name the same as your Xero account registration. 

1. Click Clients Management under the Private Zones options list.
2. Search for and select the client you wish to edit.
3. Click Edit Profile in the top right hand of the screen.
4. In the pop-up modal box Client Edit, locate Xero Integration.
5. Enter the contact name used when setting up your Xero account.
6. Click Save.