Steps to Install PostTrans for Xero:
1) Requirements
PostTrans is an Excel add-in for Microsoft Windows running under Windows.
Unfortunetly the Mac version of Excel does not support such addons.
2) Install the Program
Run the following install program, logged in as user who is going to use PostTrans fro Xero, no admin rights are needed. PostTrans is installed on a per user basis.
3) Evaluate, Purchase and Unlock
PostTrans will work fully with the Xero Demonstration company. When used with a live Xero company, it will ask for Credit Card details. Your credit card will be debited every month, and subsequent renewals can be cancelled at any time. See Xero Prices
To purchase PostTrans, simply press the Setup button on the PostTrans toolbar. Then on the bottom right of this window press View your Accounts and Billing. This will take you to a page to purchase or cancel PostTrans subscriptions.
PLEASE NOTE : The Standard version will only allow the select of ONE live company per day. The Pro version has no such restriction.
4) Shared Network Installation
If you have many users, you can create a folder on a network share and allow PostTrans to use it as a central depository for upgrades. These are then rolled out to users when published. See Shared Network Installation
5) Getting Started
We have a section on "Getting Started" which explains the use of PostTrans.
Installation FAQ
See our FAQ section
Help and Demo
Online Training: see the online training page for a complete training on PostTrans.
Demonstration Video
PostTrans for Xero how to Install
| |
0:00 |
Download |
| |
0:30 |
Run install |
| |
1:20 |
Toolbar in Excel |
| |
2:80 |
Grant Xero access first time used |
| |
3:00 |
How to select a Xero Company within PostTrans |
| |
3:20 |
Registration |
| |
4:00 |
Company Selection |
| |
4:40 |
How to grant access to another Xero company |