Managing Your Account

You can manage your account by logging into Flex and clicking on My Connections. From this screen you can manage your connections, install either Excel add-in, and access your subscriptions and linked user accounts.

Adding a new Connection

To add a new connection, log into Flex and click the Connect to Xero button.

You can repeat this process multiple times to connect many companies. You can even connect to various accounts using different credentials.

Disconnecting a Connection

To disconnect a connection, log into Flex and find your connection in the list. Once you find the correct connection, press the red Disconnect button to the right.

Reconnecting a Connection

If you get an error accessing data from a connection, you may need to reauthorise. To do this, simply disconnect a connection, then go through the process to add the connection again.

If you are having to reconnect frequently, it may be because the credentials used for Xero are being used by other people concurrently. This can happen if multiple users are using the same Flex account at the same time or, in a multi-user scenario, more than one user has used the same Xero login credentials for Xero.

To subscribe, log into Flex and go to My Connections. From there, click the blue My Subscription link.

On the Subscriptions page, click Subscribe Now! You will be taken to a secure Stripe checkout page to complete the purchase. Subscriptions are billed monthly. See pricing details for current rates. Please note that AUD prices are inclusive of GST.

Your subscription is sized in connections, and the quantity is set automatically to cover the connections you have. If you add more connections later, the quantity is adjusted for you, so you do not need to buy a second subscription.

Cancelling a subscription

To cancel, go to the Subscriptions page and click Cancel next to the subscription you want to end, then confirm. Your subscription stays active until the end of the period you have already paid for, after which it becomes inactive.

If you change your mind before the period ends, click Reactivate on the same page to resume the subscription.

To update your card or download invoices, use the billing portal link on the Subscriptions page.

Subscribed some time ago through PayPal? Your subscription continues to work as normal, and there is nothing you need to do. PayPal subscriptions are managed through PayPal: use the "Have a PayPal subscription? Manage it here" link on the Subscriptions page.

If you have any difficulties, email support@flexfinancialreporting.com and we can cancel your subscription for you.

Uninstalling the add-in does not cancel your subscription. You must cancel it here or by emailing support.

Multi-User Accounts

Multi-User is only available to Small Business and Enterprise subscribers. Users ONLY share the connection limit, not the connections. Each user has their own separate connection list.

You can share your connection limit with other registered users in Flex. At the bottom of the My Subscription screen you'll see a section for managing users. Enter the email address that the user registered with and press invite

They will then appear in your user list. However, they are not active until they accept the invite.

To accept the invite, the user must go to their My Subscriptions page and click Accept.

Once the invited user accepts the invite, they will show up green in the user list. You can click remove at any time and their connections will no longer deduct from your limit.

The invited user can also unlink themselves from your account by going to the My Subscriptions page and pressing unlink