- After adding a company and integrating with XERO, click on Make A Scenario button on the upper left.
- The Import Data window will appear.
- Name your scenario and select your preferred currency.
- Set your Cash Threshold (default is set to 0) then Specify your Start Date and End Date.
- Click the corresponding toggle button to Include Invoices and Bills.
- Click Import Import Now. Note: Make sure to allow pop-ups in your browser for this.
