Connect API

https://dev-evolve.investhub.io/settings/xero configure and connect Xero here

Very important, please activate the Multi Currency Feature of Xero First, to make sure that FIAT Accounts and Crypto Accounts, you can do that here right away: https://go.xero.com/Setup/CurrencyRates.aspx

make sure also that the currency is the same in xero and evolve!

1. Signup for Xero Trial

2. Activate Multi Currency: https://go.xero.com/Setup/CurrencyRates.aspx

3. Go to https://developer.xero.com/app/manage/

   1. Company URL and Application url: https://dev-evolve.investhub.io/

   2. Redirect URI: https://dev-evolve.investhub.io/settings/xero

   3. then go to Configuration Tab

   4. Then click Explorer

   5. Allow Access

   6. Click on Show auto-generated headers for Xero Tenant ID

4. Company or application URL

6. Connect Xero (make sure multi currency is available) https://go.xero.com/Setup/CurrencyRates.aspx

7. Select Company Wallet

8. 1. Choose Network + base currency (needs to be the same like Xero)

9. Create Fees for Gas Fees set them https://dev-evolve.investhub.io/chart-of-accounts/rules

10. Set Company Network https://dev-evolve.investhub.io/settings/company

11. Create Multi Currency

12. 1. https://go.xero.com/Setup/CurrencyRates.aspx

13. Create Tax Rates

14. 1. we push to Xero Tax Rate

15. Create Categories

16. 1. Map Categories with Tax

17. Activate Auto Expenses

18. Set Base Currency

19. 1. This will automatically create also a wallet in this base currency

20. Receive 1 XSGD, 1 USDC, 1 EURE

21. 1. fund the wallet with matic for gas fees

22. Create request / expense Payments in USD, SGD, EUR (settle from native wallets - see in Xero)

23. if you settle USD in SGD cause no USD Balance - then the Exchange rate applies

24. Create Auto Reimbursement under threshold

25. Compare Wallet Balance with Evolve with Xero (should be the same)

26. Create 1 more Company Wallet