Summarising the necessary steps to setup the connection between your Client Management Portal and Xero. Please note that the Standard or Adviser Xero access needs to be granted by your Client to you,  for the specific entity before you start this process. Otherwise, you will not be able to see the entity appears in the […]

A list of frequently asked questions regarding Zave and Xero Is Zave synced with Xero? Yes, we synchronise the changes in Xero to the Zave platform. Here is the Xero Sync Schedule: Every 30 mins – Pull records updated in Xero in the last hour; Daily at 12am SGT – Pull the latest records from […]

Simplify the process for un-reconciled Bank Transactions. When performing bank reconciliations, exceptions will always exist, requiring further clarification relating to the ‘nature’ of the transaction, or ‘additional documentation’. With the ‘Bank Reconciliation’ function in ZaveHub, you can say goodbye to data entry and emails to chase clients for information! Using the ‘Bank Reconciliation’ function means […]

Summarise the push & pull relationships between Zave and Xero

Update Zave with the latest financial data from Xero This guide applies to Zave entities that have been integrated with a Xero account. To check on how to integrate Zave with Xero, see our integration guide. Syncing with Xero 1. If the entity has an Xero account with data, then you will need to retrieve […]