If you're a Tripcatcher Partner or Admin the instructions below apply to you, if not here are the instructions for you.
It only takes a few steps to integrate a client's or employee's Tripcatcher account with Xero.
As a Partner or Admin you can connect users who do not have full access to Xero or who do not have a Xero account. Tripcatcher uses your Xero access to enable your clients or employees to publish their mileage to Xero, and only for that purpose.
The first step is to login to your Tripcatcher Partner (or Admin) account and follow the instructions below:
Open the "Settings" menu.
The Xero connection information is contained in the table "All Users Xero Connections".
Click on the "Connect" button, in the "Xero Connection" column, to connect the user. This will bring up a popup box where you configure the Xero connection.
The first selection is the "Xero Organisation" the user is to publish mileage to.
If the Xero Organisation you want is not in the list, you can add a new organisation and this will then appear in the drop down list.
Simply set the switch for "Add another Xero organisation" to YES and a "Connect to Xero and add organisation" button will be displayed. Click on this button and you will be taken to the Xero login page. Login to your Xero account and select the organisation required.
You will then be taken back to the Tripcatcher dialogue box to complete the setup.
Next select the Account for Mileage Expenses. The Account list is imported from the selected Xero Organisation.
You can then select where the user publishes their mileage to. The options are Purchases (saved to bills) or Classic Expenses, the default is Purchases. For Classic Expenses you will also need to select the user's Xero Account to publish the mileage to.
Once all the information has been set up click the "Save" button.
The user is now connected and you can see this connection information when you clcik on the "+" button to the left of the user.
If you have any questions about connecting users to Xero please do get in contact with firstname.lastname@example.org and we will be happy to help.