{"id":14091,"date":"2023-10-13T12:19:13","date_gmt":"2023-10-13T12:19:13","guid":{"rendered":"https:\/\/www.worldfirst.com\/nz\/?page_id=14091"},"modified":"2024-10-22T08:36:05","modified_gmt":"2024-10-22T08:36:05","slug":"xero-integration","status":"publish","type":"page","link":"https:\/\/www.worldfirst.com\/nz\/xero-integration\/","title":{"rendered":"Xero integration"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"14091\" class=\"elementor elementor-14091\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cc72ff6 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"cc72ff6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d188cc1 heading-title\" data-id=\"d188cc1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-19a06e0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"19a06e0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-03664f9\" data-id=\"03664f9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3704405 highlighted_heading white_text elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"3704405\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 15-07-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">Spend less time on accounts with Xero integration<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6ad284b elementor-widget__width-initial elementor-widget-mobile__width-inherit wf-body01-font elementor-widget elementor-widget-text-editor\" data-id=\"6ad284b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 15-07-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\tConnect your World Account to Xero to seamlessly reconcile transactions and reduce your accounting admin.\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0c7002a elementor-align-center elementor-widget elementor-widget-button\" data-id=\"0c7002a\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/portal.worldfirst.com\/register?region=NZ&#038;lang=en-GB\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Open an account<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-58e2dcc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"58e2dcc\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ffca0ac\" data-id=\"ffca0ac\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-85b64e4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"85b64e4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-05a728f\" data-id=\"05a728f\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7f0ef5f elementor-widget elementor-widget-image\" data-id=\"7f0ef5f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 15-07-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187896-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-19192\" alt=\"\" srcset=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187896-150x150.png 150w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187896.png 200w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4778ae7 elementor-widget elementor-widget-heading\" data-id=\"4778ae7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Better bookkeeping\n<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a4fe4c elementor-widget elementor-widget-text-editor\" data-id=\"5a4fe4c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"x-col e1093-e9 mud-d mud-f mud-g mud-h mud-i\"><div class=\"x-text x-content e1093-e12 mud-m mud-r mud-s mud-u\"><p>Get fast and accurate records of international transactions for tax and budgeting. Plus, seamlessly share information with your accountant or bookkeeper.<\/p><\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-b902d94\" data-id=\"b902d94\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e2a1e80 elementor-widget elementor-widget-image\" data-id=\"e2a1e80\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187923-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-19219\" alt=\"\" srcset=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187923-150x150.png 150w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187923.png 200w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6689f07 elementor-widget elementor-widget-heading\" data-id=\"6689f07\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Sync multiple currencies<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-560531a elementor-widget elementor-widget-text-editor\" data-id=\"560531a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Easily reconcile transactions in 10+ currencies, including euros, US dollars and Australian dollars, to make keeping track of your profits quick and easy.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-d424dbc\" data-id=\"d424dbc\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4a624b9 elementor-widget elementor-widget-image\" data-id=\"4a624b9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187903-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-19199\" alt=\"\" srcset=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187903-150x150.png 150w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/10\/Frame-187903.png 200w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9332e8 elementor-widget elementor-widget-heading\" data-id=\"d9332e8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Automatic bank feeds<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b27cb84 elementor-widget elementor-widget-text-editor\" data-id=\"b27cb84\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Transactions are automatically pulled in so there\u2019s no need to upload CSV files, saving you time and hassle. Plus, send invoices and create expense claims at the click of a button.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2bf5a4b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2bf5a4b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b840437\" data-id=\"b840437\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-dd33649 elementor-widget elementor-widget-heading\" data-id=\"dd33649\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Xero\n\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0a8968a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0a8968a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4b18677\" data-id=\"4b18677\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b6f561e link-underline-remove underline-remove-from-hyperlink elementor-widget elementor-widget-accordion\" data-id=\"b6f561e\" data-element_type=\"widget\" id=\"wf-faq-accordion-scroll-focus\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 15-07-2024 *\/\n.elementor-accordion{text-align:start}.elementor-accordion .elementor-accordion-item{border:1px solid #d5d8dc}.elementor-accordion .elementor-accordion-item+.elementor-accordion-item{border-top:none}.elementor-accordion .elementor-tab-title{margin:0;padding:15px 20px;font-weight:700;line-height:1;cursor:pointer;outline:none}.elementor-accordion .elementor-tab-title .elementor-accordion-icon{display:inline-block;width:1.5em}.elementor-accordion .elementor-tab-title .elementor-accordion-icon svg{width:1em;height:1em}.elementor-accordion .elementor-tab-title .elementor-accordion-icon.elementor-accordion-icon-right{float:right;text-align:right}.elementor-accordion .elementor-tab-title .elementor-accordion-icon.elementor-accordion-icon-left{float:left;text-align:left}.elementor-accordion .elementor-tab-title .elementor-accordion-icon .elementor-accordion-icon-closed{display:block}.elementor-accordion .elementor-tab-title .elementor-accordion-icon .elementor-accordion-icon-opened,.elementor-accordion .elementor-tab-title.elementor-active .elementor-accordion-icon-closed{display:none}.elementor-accordion .elementor-tab-title.elementor-active .elementor-accordion-icon-opened{display:block}.elementor-accordion .elementor-tab-content{display:none;padding:15px 20px;border-top:1px solid #d5d8dc}@media (max-width:767px){.elementor-accordion .elementor-tab-title{padding:12px 15px}.elementor-accordion .elementor-tab-title .elementor-accordion-icon{width:1.2em}.elementor-accordion .elementor-tab-content{padding:7px 15px}}.e-con-inner>.elementor-widget-accordion,.e-con>.elementor-widget-accordion{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1911\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-1911\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What is Xero?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1911\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-1911\"><p>Xero is business accounting software that enables small businesses, accountants, and bookkeepers to manage their finances in real-time.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1912\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-1912\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What actions do I need to take if my account was previously connected to Xero and I have been switched to the new World Account product?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1912\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-1912\"><p>You will need to reconnect your new World Account to Xero following the two steps below:<\/p><ol><li>Connect your WorldFirst user account to your Xero user account (requires your Xero username and password &#8211; see the next FAQ for details)<\/li><li>Connect your WorldFirst currency accounts to your Xero bank accounts<\/li><\/ol><p><br \/>You will not lose any transaction data. All transactions completed on the new World Account will be automatically shared to Xero.<\/p><p><strong>Please note that for accounts switched from our old to our new World Account product will see two migration transactions in WorldFirst statements and Xero:<\/strong><\/p><p>a) A &#8216;subtract account balance&#8217; transaction applied to our old World Account. This will be automatically shared to Xero.<\/p><p>b) An &#8216;add account balance&#8217; transaction applied to our new World Account. This will be automatically added only when you manually complete reconnection steps 1 and 2 above.\u00a0<\/p><p>The two migration transactions allow us to migrate your account balance from the old platform to the new World Account platform and so, once you have reconnected your account, will cancel each other out to maintain your balance within Xero.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1913\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-1913\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How do I connect my World Account to my Xero user account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1913\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-1913\"><p>For all clients on our new World Account platform, our Xero integration will be made available from the week commencing 7th November 2023.<\/p><ol><li aria-level=\"1\">Log in\u00a0to WorldFirst\u00a0and click on the &#8216;My Account&#8217; icon in the top right of the screen<\/li><li aria-level=\"1\">Select &#8216;Accounting apps&#8217; from the &#8216;My Account&#8217; menu<\/li><li aria-level=\"1\">Click &#8216;Connect&#8217; for the Xero app<\/li><li aria-level=\"1\">When prompted, enter your Xero account username and Xero account password<\/li><li aria-level=\"1\">Select &#8216;Allow access&#8217; to allow data sharing between WorldFirst and Xero (if you have more than one organisation within your Xero user account then select the appropriate one at this stage)<\/li><\/ol><p>Before you connect your account, you should already have registered for a Xero account (please visit\u00a0<a href=\"https:\/\/www.xero.com\/uk\/signup\/\" target=\"_blank\" rel=\"noopener\">xero.com\/signup\/<\/a>\u00a0to register if needed).<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1914\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-1914\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Can I get help connecting Xero to my World Account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1914\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-1914\"><p>For help and support, please email:\u00a0<a href=\"mailto:xero.support@worldfirst.com\">xero.support@worldfirst.com<\/a>\u00a0You can also use our Live Chat functionality within the platform for any urgent queries.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1915\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-1915\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Can I connect my World Account to Xero account directly from the Xero platform?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1915\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-1915\"><p>You should connect WorldFirst to Xero, both at user account level and bank account level, directly from the WorldFirst platform. Synchronising Xero to your World Account from the Xero platform is not currently supported.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1916\" class=\"elementor-tab-title\" data-tab=\"6\" role=\"button\" aria-controls=\"elementor-tab-content-1916\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What changes have been made to the way that World Account displays balances?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1916\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"6\" role=\"region\" aria-labelledby=\"elementor-tab-title-1916\"><p>We&#8217;ve made some changes to World Account balances. Your new World Account platform now displays currency account balances. Your currency account is the pooled balance of all your receiving accounts.<\/p><p>For example, if you receive 100 GBP into one receiving account and 100 GBP into another, your total GBP currency account balance will be 200 GBP. Connection to a Xero bank account must be made from a currency account.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1917\" class=\"elementor-tab-title\" data-tab=\"7\" role=\"button\" aria-controls=\"elementor-tab-content-1917\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How do I connect a World Account currency account to my Xero bank account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1917\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"7\" role=\"region\" aria-labelledby=\"elementor-tab-title-1917\"><p>To connect your World Account currency accounts to a Xero bank account:<\/p><ol><li>Identify the WorldFirst currency account to connect and click &#8216;Connect&#8217;<\/li><li>Select either option (a) or option (b).\u00a0<strong>(a)<\/strong>\u00a0Create a new Xero [currency] account &#8211; Selecting this option will create a new bank account in Xero with the default name format: WorldFirst-[Currency code]. A new name can be entered.\u00a0<strong>(b)<\/strong>\u00a0Select an existing Xero bank account &#8211; Existing same currency Xero bank accounts will be listed\u00a0<\/li><li>Click &#8216;Confirm&#8217;<\/li><li>View confirmation message and click &#8216;Done&#8217; to return to the &#8216;currency account&#8217; view<\/li><li>Transaction data will automatically be synchronised from any of your WorldFirst currency accounts connected to a Xero bank account within 60 minutes.<\/li><\/ol><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1918\" class=\"elementor-tab-title\" data-tab=\"8\" role=\"button\" aria-controls=\"elementor-tab-content-1918\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Why has my WorldFirst currency account failed to connect to a new Xero bank account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1918\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"8\" role=\"region\" aria-labelledby=\"elementor-tab-title-1918\"><p>You must hold a Premium paid Xero plan and will need to apply the multi-currency setting when logged in to the Xero platform if you are attempting to connect for a non-default currency.<\/p><p>For quick and easy steps to apply the currency setting in Xero, visit\u00a0<a href=\"https:\/\/central.xero.com\/s\/article\/Add-a-foreign-currency-in-Xero\" target=\"_blank\" rel=\"noopener\">Xero Central<\/a>.<\/p><p>To add a currency from your Premium Xero Account:<br \/>1. Click on the organisation name, select &#8216;Settings&#8217;, then click &#8216;Currencies&#8217;.<br \/>2. Click &#8216;Add Currency&#8217;.<br \/>3. Select a currency.<br \/>4. Click &#8216;Add Currency&#8217;.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-1919\" class=\"elementor-tab-title\" data-tab=\"9\" role=\"button\" aria-controls=\"elementor-tab-content-1919\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How long does it take for my transaction data to be automatically shared with Xero?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-1919\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"9\" role=\"region\" aria-labelledby=\"elementor-tab-title-1919\"><p>Transaction data will be synchronised to Xero hourly. After you first connect your WorldFirst currency accounts it may take up to 60 minutes to update.<\/p><p>Once your data has synchronised with Xero, a date-timestamp will be recorded within the WorldFirst currency account. If for any reason a transaction record fails to synch to Xero, then the next data sync will automatically reattempt to sync any missing records.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-19110\" class=\"elementor-tab-title\" data-tab=\"10\" role=\"button\" aria-controls=\"elementor-tab-content-19110\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Can transactions made before I connect to Xero be automatically shared?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-19110\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"10\" role=\"region\" aria-labelledby=\"elementor-tab-title-19110\"><p>Yes, when a WorldFirst currency account is first connected, we will automatically share with Xero all transactions from \/ to the currency account since first use of this currency account.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-19111\" class=\"elementor-tab-title\" data-tab=\"11\" role=\"button\" aria-controls=\"elementor-tab-content-19111\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What Xero plan do I need to be able to connect my World Account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-19111\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"11\" role=\"region\" aria-labelledby=\"elementor-tab-title-19111\"><div class=\"e1093-e36 x-acc-item\"><div id=\"panel-e1093-e36\" class=\"\" role=\"tabpanel\" aria-hidden=\"false\" aria-labelledby=\"tab-e1093-e36\" data-x-toggleable=\"e1093-e36\" data-x-toggle-collapse=\"1\"><div class=\"x-acc-content\"><p>You\u2019ll need the Xero multi-currency subscription. You can then select the currencies you wish to trade in.<\/p><\/div><\/div><\/div><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-19112\" class=\"elementor-tab-title\" data-tab=\"12\" role=\"button\" aria-controls=\"elementor-tab-content-19112\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What transaction information will WorldFirst share to my Xero account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-19112\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"12\" role=\"region\" aria-labelledby=\"elementor-tab-title-19112\"><p>This transaction data will be automatically shared to a connected Xero bank account:<\/p><ol><li aria-level=\"1\">Transaction date<\/li><li aria-level=\"1\">Transaction type (credit or debit)<\/li><li aria-level=\"1\">Transaction value<\/li><li aria-level=\"1\">Transaction reference<\/li><li aria-level=\"1\">Transaction description including payee information<\/li><\/ol><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-19113\" class=\"elementor-tab-title\" data-tab=\"13\" role=\"button\" aria-controls=\"elementor-tab-content-19113\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Which currencies can I connect?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-19113\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"13\" role=\"region\" aria-labelledby=\"elementor-tab-title-19113\"><p>GBP, USD, EUR, CAD, JPY, AUD, SGD, NZD, HKD, CNH and MXN<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-19114\" class=\"elementor-tab-title\" data-tab=\"14\" role=\"button\" aria-controls=\"elementor-tab-content-19114\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How do I enable multi-currency settings within my Xero platform?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-19114\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"14\" role=\"region\" aria-labelledby=\"elementor-tab-title-19114\"><p>You must hold a Premium paid Xero plan and will need to apply the multi-currency setting when logged in to the Xero platform if you are attempting to connect for a non-default currency.<\/p><p>For quick and easy steps to apply the currency setting in Xero, visit\u00a0<a href=\"https:\/\/central.xero.com\/s\/article\/Add-a-foreign-currency-in-Xero\" target=\"_blank\" rel=\"noopener\">Xero Central<\/a>.<\/p><p>To add a currency from your Premium Xero Account:<br \/>1. Click on the organisation name, select &#8216;Settings&#8217;, then click &#8216;Currencies&#8217;.<br \/>2. Click &#8216;Add Currency&#8217;.<br \/>3. Select a currency.<br \/>4. Click &#8216;Add Currency&#8217;.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-19115\" class=\"elementor-tab-title\" data-tab=\"15\" role=\"button\" aria-controls=\"elementor-tab-content-19115\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How often are transactions posted to Xero from my World Account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-19115\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"15\" role=\"region\" aria-labelledby=\"elementor-tab-title-19115\"><p>Transactions will be posted to Xero every hour. If you want to post a new transaction at any time, go to the Connected Accounts page and select Sync Now.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<h4 id=\"elementor-tab-title-19116\" class=\"elementor-tab-title\" data-tab=\"16\" role=\"button\" aria-controls=\"elementor-tab-content-19116\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What information will WorldFirst access from my Xero account?<\/a>\n\t\t\t\t\t<\/h4>\n\t\t\t\t\t<div id=\"elementor-tab-content-19116\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"16\" role=\"region\" aria-labelledby=\"elementor-tab-title-19116\"><p>To protect your information, we&#8217;ll only access the names of the bank accounts that you&#8217;ve set up in Xero.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is Xero?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>Xero is business accounting software that enables small businesses, accountants, and bookkeepers to manage their finances in real-time.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"What actions do I need to take if my account was previously connected to Xero and I have been switched to the new World Account product?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>You will need to reconnect your new World Account to Xero following the two steps below:<\\\/p><ol><li>Connect your WorldFirst user account to your Xero user account (requires your Xero username and password &#8211; see the next FAQ for details)<\\\/li><li>Connect your WorldFirst currency accounts to your Xero bank accounts<\\\/li><\\\/ol><p><br \\\/>You will not lose any transaction data. All transactions completed on the new World Account will be automatically shared to Xero.<\\\/p><p><strong>Please note that for accounts switched from our old to our new World Account product will see two migration transactions in WorldFirst statements and Xero:<\\\/strong><\\\/p><p>a) A &#8216;subtract account balance&#8217; transaction applied to our old World Account. This will be automatically shared to Xero.<\\\/p><p>b) An &#8216;add account balance&#8217; transaction applied to our new World Account. This will be automatically added only when you manually complete reconnection steps 1 and 2 above.\\u00a0<\\\/p><p>The two migration transactions allow us to migrate your account balance from the old platform to the new World Account platform and so, once you have reconnected your account, will cancel each other out to maintain your balance within Xero.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"How do I connect my World Account to my Xero user account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>For all clients on our new World Account platform, our Xero integration will be made available from the week commencing 7th November 2023.<\\\/p><ol><li aria-level=\\\"1\\\">Log in\\u00a0to WorldFirst\\u00a0and click on the &#8216;My Account&#8217; icon in the top right of the screen<\\\/li><li aria-level=\\\"1\\\">Select &#8216;Accounting apps&#8217; from the &#8216;My Account&#8217; menu<\\\/li><li aria-level=\\\"1\\\">Click &#8216;Connect&#8217; for the Xero app<\\\/li><li aria-level=\\\"1\\\">When prompted, enter your Xero account username and Xero account password<\\\/li><li aria-level=\\\"1\\\">Select &#8216;Allow access&#8217; to allow data sharing between WorldFirst and Xero (if you have more than one organisation within your Xero user account then select the appropriate one at this stage)<\\\/li><\\\/ol><p>Before you connect your account, you should already have registered for a Xero account (please visit\\u00a0<a href=\\\"https:\\\/\\\/www.xero.com\\\/uk\\\/signup\\\/\\\" target=\\\"_blank\\\" rel=\\\"noopener\\\">xero.com\\\/signup\\\/<\\\/a>\\u00a0to register if needed).<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"Can I get help connecting Xero to my World Account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>For help and support, please email:\\u00a0<a href=\\\"mailto:xero.support@worldfirst.com\\\">xero.support@worldfirst.com<\\\/a>\\u00a0You can also use our Live Chat functionality within the platform for any urgent queries.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"Can I connect my World Account to Xero account directly from the Xero platform?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>You should connect WorldFirst to Xero, both at user account level and bank account level, directly from the WorldFirst platform. Synchronising Xero to your World Account from the Xero platform is not currently supported.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"What changes have been made to the way that World Account displays balances?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>We&#8217;ve made some changes to World Account balances. Your new World Account platform now displays currency account balances. Your currency account is the pooled balance of all your receiving accounts.<\\\/p><p>For example, if you receive 100 GBP into one receiving account and 100 GBP into another, your total GBP currency account balance will be 200 GBP. Connection to a Xero bank account must be made from a currency account.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"How do I connect a World Account currency account to my Xero bank account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>To connect your World Account currency accounts to a Xero bank account:<\\\/p><ol><li>Identify the WorldFirst currency account to connect and click &#8216;Connect&#8217;<\\\/li><li>Select either option (a) or option (b).\\u00a0<strong>(a)<\\\/strong>\\u00a0Create a new Xero [currency] account &#8211; Selecting this option will create a new bank account in Xero with the default name format: WorldFirst-[Currency code]. A new name can be entered.\\u00a0<strong>(b)<\\\/strong>\\u00a0Select an existing Xero bank account &#8211; Existing same currency Xero bank accounts will be listed\\u00a0<\\\/li><li>Click &#8216;Confirm&#8217;<\\\/li><li>View confirmation message and click &#8216;Done&#8217; to return to the &#8216;currency account&#8217; view<\\\/li><li>Transaction data will automatically be synchronised from any of your WorldFirst currency accounts connected to a Xero bank account within 60 minutes.<\\\/li><\\\/ol>\"}},{\"@type\":\"Question\",\"name\":\"Why has my WorldFirst currency account failed to connect to a new Xero bank account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>You must hold a Premium paid Xero plan and will need to apply the multi-currency setting when logged in to the Xero platform if you are attempting to connect for a non-default currency.<\\\/p><p>For quick and easy steps to apply the currency setting in Xero, visit\\u00a0<a href=\\\"https:\\\/\\\/central.xero.com\\\/s\\\/article\\\/Add-a-foreign-currency-in-Xero\\\" target=\\\"_blank\\\" rel=\\\"noopener\\\">Xero Central<\\\/a>.<\\\/p><p>To add a currency from your Premium Xero Account:<br \\\/>1. Click on the organisation name, select &#8216;Settings&#8217;, then click &#8216;Currencies&#8217;.<br \\\/>2. Click &#8216;Add Currency&#8217;.<br \\\/>3. Select a currency.<br \\\/>4. Click &#8216;Add Currency&#8217;.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"How long does it take for my transaction data to be automatically shared with Xero?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>Transaction data will be synchronised to Xero hourly. After you first connect your WorldFirst currency accounts it may take up to 60 minutes to update.<\\\/p><p>Once your data has synchronised with Xero, a date-timestamp will be recorded within the WorldFirst currency account. If for any reason a transaction record fails to synch to Xero, then the next data sync will automatically reattempt to sync any missing records.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"Can transactions made before I connect to Xero be automatically shared?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>Yes, when a WorldFirst currency account is first connected, we will automatically share with Xero all transactions from \\\/ to the currency account since first use of this currency account.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"What Xero plan do I need to be able to connect my World Account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<div class=\\\"e1093-e36 x-acc-item\\\"><div id=\\\"panel-e1093-e36\\\" class=\\\"\\\" role=\\\"tabpanel\\\" aria-hidden=\\\"false\\\" aria-labelledby=\\\"tab-e1093-e36\\\" data-x-toggleable=\\\"e1093-e36\\\" data-x-toggle-collapse=\\\"1\\\"><div class=\\\"x-acc-content\\\"><p>You\\u2019ll need the Xero multi-currency subscription. You can then select the currencies you wish to trade in.<\\\/p><\\\/div><\\\/div><\\\/div>\"}},{\"@type\":\"Question\",\"name\":\"What transaction information will WorldFirst share to my Xero account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>This transaction data will be automatically shared to a connected Xero bank account:<\\\/p><ol><li aria-level=\\\"1\\\">Transaction date<\\\/li><li aria-level=\\\"1\\\">Transaction type (credit or debit)<\\\/li><li aria-level=\\\"1\\\">Transaction value<\\\/li><li aria-level=\\\"1\\\">Transaction reference<\\\/li><li aria-level=\\\"1\\\">Transaction description including payee information<\\\/li><\\\/ol>\"}},{\"@type\":\"Question\",\"name\":\"Which currencies can I connect?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>GBP, USD, EUR, CAD, JPY, AUD, SGD, NZD, HKD, CNH and MXN<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"How do I enable multi-currency settings within my Xero platform?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>You must hold a Premium paid Xero plan and will need to apply the multi-currency setting when logged in to the Xero platform if you are attempting to connect for a non-default currency.<\\\/p><p>For quick and easy steps to apply the currency setting in Xero, visit\\u00a0<a href=\\\"https:\\\/\\\/central.xero.com\\\/s\\\/article\\\/Add-a-foreign-currency-in-Xero\\\" target=\\\"_blank\\\" rel=\\\"noopener\\\">Xero Central<\\\/a>.<\\\/p><p>To add a currency from your Premium Xero Account:<br \\\/>1. Click on the organisation name, select &#8216;Settings&#8217;, then click &#8216;Currencies&#8217;.<br \\\/>2. Click &#8216;Add Currency&#8217;.<br \\\/>3. Select a currency.<br \\\/>4. Click &#8216;Add Currency&#8217;.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"How often are transactions posted to Xero from my World Account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>Transactions will be posted to Xero every hour. If you want to post a new transaction at any time, go to the Connected Accounts page and select Sync Now.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"What information will WorldFirst access from my Xero account?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>To protect your information, we&#8217;ll only access the names of the bank accounts that you&#8217;ve set up in Xero.<\\\/p>\"}}]}<\/script>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-05cb0b6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"05cb0b6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-187badb\" data-id=\"187badb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-62dcce3 elementor-widget elementor-widget-template\" data-id=\"62dcce3\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data-elementor-id=\"1307\" class=\"elementor elementor-1307\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c57fe35 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c57fe35\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5a783ef\" data-id=\"5a783ef\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2812134 elementor-widget elementor-widget-heading\" data-id=\"2812134\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Businesses Trust WorldFirst<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18c53e6 elementor-widget__width-initial elementor-widget-mobile__width-initial elementor-align-center wf-body01-font elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"18c53e6\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<link rel=\"stylesheet\" href=\"https:\/\/www.worldfirst.com\/app3\/plugins\/elementor\/assets\/css\/widget-icon-list.min.css\">\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Almost 1,000,000 business have sent $300B around the world with WorldFirst and its partner brands since 2004.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Your money is also safeguarded with leading financial institutions.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a52e6fb elementor-widget elementor-widget-image\" data-id=\"a52e6fb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1536\" height=\"520\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/09\/Graphic_03_A-million-reasons-to-trust-WorldFirst-1536x520.png\" class=\"attachment-1536x1536 size-1536x1536 wp-image-23351\" alt=\"\" srcset=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/09\/Graphic_03_A-million-reasons-to-trust-WorldFirst-1536x520.png 1536w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/09\/Graphic_03_A-million-reasons-to-trust-WorldFirst-300x102.png 300w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/09\/Graphic_03_A-million-reasons-to-trust-WorldFirst-1024x347.png 1024w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/09\/Graphic_03_A-million-reasons-to-trust-WorldFirst-768x260.png 768w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/17\/2023\/09\/Graphic_03_A-million-reasons-to-trust-WorldFirst.png 1920w\" sizes=\"(max-width: 1536px) 100vw, 1536px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1a6fa79 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1a6fa79\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-acffc97\" data-id=\"acffc97\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d4456ab elementor-widget elementor-widget-heading\" data-id=\"d4456ab\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What our customers say<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1326073 elementor-widget elementor-widget-html\" data-id=\"1326073\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<!-- TrustBox script -->\n<script type=\"text\/javascript\" src=\"\/\/widget.trustpilot.com\/bootstrap\/v5\/tp.widget.bootstrap.min.js\" async><\/script>\n<!-- End TrustBox script -->\n\n<!-- TrustBox widget - Carousel -->\n<div class=\"trustpilot-widget\" data-locale=\"en-AU\" data-template-id=\"53aa8912dec7e10d38f59f36\" data-businessunit-id=\"5b2b7147c23ad60001a956ef\" data-style-height=\"140px\" data-style-width=\"100%\" data-theme=\"light\" data-stars=\"3,4,5\" data-review-languages=\"en\" data-font-family=\"Roboto\" data-text-color=\"#1a1a1a\">\n  <a href=\"https:\/\/au.trustpilot.com\/review\/www.worldfirst.com\/au\" target=\"_blank\" rel=\"noopener\">Trustpilot<\/a>\n<\/div>\n<!-- End TrustBox widget -->\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Spend less time on accounts with Xero integration Connect your World Account to Xero to seamlessly reconcile transactions and reduce your accounting admin. Open an account Better bookkeeping Get fast and accurate records of international transactions for tax and budgeting. Plus, seamlessly share information with your accountant or bookkeeper. Sync multiple currencies Easily reconcile transactions [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Xero Integration for International Collections Account | WorldFirst NZ<\/title>\n<meta name=\"description\" content=\"Connect your account with Xero to reduce time spent on accounting. 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