Part up setting up your business on ScaleFactor is connecting your Accounting File to the ScaleFactor portal. If you are using Xero, here are the steps you will need to take to grant access to your Xero accounting file for ScaleFactor.
- Login to Xero.
- From the header, click the list icon, then select My Xero.
- Find your organization, then click Transfer.
- Enter firstname.lastname@example.org, then click Request Transfer.
This gives ScaleFactor the ability to take over billing for your accounting file and regrant your team access.
Here is an article from the Xero Website discussing this function: