Performing a summary sync

NB: Before syncing with Xero, you must have first completed your end of day banking as it sends a summary of the banking across to Xero. Read more about banking here
Navigate to the Sales screen

From the Sales screen, click on the Xero Sync button

After a short while you will be directed to the Xero Synchronisation screen, click on the Connect to Xero button

You will then be required to authorise the application to connect with YoureOnTime, by selecting the appropriate organisation from the dropdown menu and clicking on Authorise

You will be taken back to the Xero Synchronisation screen screen, where you will need to click on the Begin Sync button

You will be notified that the synchronisation has been successful, at which point you can return to the sales screen by clicking on the Return to Sales button

You will now be able to login to Xero and see that your banking information has been imported across

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