Xero Browser

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Icon.Xero Browser.png The Xero Browser module, located in the Accounting group, is an add-on module that can be installed from the Icon.Plugin.png Plugin module. After installing the plugin, a new module is added that provides a browser view of Xero inside of the Fishbowl Client. Fishbowl has the option to remember the username and password and automatically sign in to Xero each time the module is opened.


Video

Install

The documentation on this page is for the most recent version of the Icon.Xero Browser.png Xero Browser plugin. To get the most recent version, Update Fishbowl.

  1. In any Fishbowl Client, open the Icon.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Icon.Xero Browser.png Xero Browser plugin and click Install.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Icon.Xero Browser.png Xero Browser module from any Fishbowl Client by opening the Accounting group.
  6. To grant access to additional users, assign the Xero Browser-View access right to the appropriate groups in the Icon.User Group.png User Group module

Sign in

Each user can sign in with their own credentials, or to automatically sign in all users with the same login credentials, click the Tools menu and select Module Options.

Xero browser.png