hang seng business e-banking user guide xeroan email from xero will be sent to your email account to...
TRANSCRIPT
Click " Cash Management " on the left hand side menu. Go to " Management Third Party Connection " page.
Depends on your need:•
•
Connect Xero account(s), go to Option A andfollow the steps.Disconnect account(s) from Xero, go to Option Band follow the steps.
Open the page1STEP
Steps for Set up Xero Connection
Hang Seng Business e-Banking User Guide Xero
Click “ + Your Third Party Connection Information ”.In “ Provider Selection ”, choose Xero.
Click “ Next ! ” to continue.
To connect Business e-Banking to Xero account(s)2
STEP
Option A: Connect Xero account(s)
Click “ Next ! ” on the popup to launch the Xero loginpage.
Log in with your registered email address andpassword for Xero.
Login to Xero3STEP
Option A: Connect Xero account(s)
Hang Seng Business e-Banking User Guide Xero
Choose an organization, then click “ Allow access ”.
Enable Business e-Banking to access your Xero data4
STEP
Option A: Connect Xero account(s)
Hang Seng Business e-Banking User Guide Xero
Check the account(s) you want to connect to Xero, then click " Next ! " to continue.
Select Bank account(s)5STEP
The system will show only the account(s) to beconnected to Xero.
Read carefully on the information. After you haveagreed the terms and conditions, click " Confirm and Submit the Instruction " to submit the instruction.
Preview accounts to connect6STEP
Option A: Connect Xero account(s)
Hang Seng Business e-Banking User Guide Xero
Instruction Completed.You can click “ Manage Third Party Service Provider ” to go back. The page will list the connected account(s).
An email from Xero will be sent to your emailaccount to notify the bank feeds activation.
Completion7STEP
Option A: Connect Xero account(s)
Hang Seng Business e-Banking User Guide Xero
The system should show you the number ofConnected Accounts.
Click “ − Disconnect Accounts ” to proceed.
To disconnect account(s) from Xero2
STEP
Option B: Disconnect account(s) from Xero
Hang Seng Business e-Banking User Guide Xero
Click “ Next " ” on the popup to launch the Xero login page.
Log in with your registered email address andpassword for Xero.
Login to Xero3STEP
Check the account(s) you want to disconnect fromXero, then click " Next ! " to continue.
Select Bank account(s)4STEP
Option B: Disconnect account(s) from Xero
Hang Seng Business e-Banking User Guide Xero
The system will show only the account(s) to bedisconnected from Xero.
Read carefully on the information before you click" Confirm and Disconnect Accounts " to submit the instruction.
Preview account(s) to be disconnected5
STEP
Instruction Completed.You can click “ Manage Third Party ServiceProvider ” to go back to view the list of remainingconnected account(s).
An email from Xero will be sent to your email tonotify the deactivated bank feed(s).
Completion6STEP
Option B: Disconnect account(s) from Xero
Hang Seng Business e-Banking User Guide Xero