Xero Q&A
For more information please refer to our Documentation page: https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/2514059271/Xero+FAQs#An-existing-contact-...
Thu, 1 Feb, 2024 at 1:27 PM
For more information please refer to our Documentation page: https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/2514059271/Xero+FAQs#Xero-does-not-suppor...
Thu, 1 Feb, 2024 at 1:27 PM
For more information please refer to our Documentation page: https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/2514059271/Xero+FAQs#Account-must-be-valid.
Thu, 1 Feb, 2024 at 1:28 PM
The integration supports a (Xero) Contact in Xero being either a Supplier or a Client in Workbench, but not both. If it is both in Xero, it will only be f...
Thu, 1 Feb, 2024 at 2:45 PM
To disconnect from Xero, navigate to the Xero Integration V2 screen in Workbench and click the Disconnect button. Note: the Disconnect button is visible onl...
Thu, 1 Feb, 2024 at 2:17 PM
Workbench integration does not automatically configure GL Accounts, Payroll Calendars and other Xero Settings. However, we do validate Companies and GL cod...
Thu, 1 Feb, 2024 at 2:17 PM
Workbench creates invoices in Xero in "Authorized" status. How you reconcile in Xero will depend on how you've mapped your "GL account&qu...
Thu, 1 Feb, 2024 at 2:18 PM
The Sync process occurs automatically every 1 hour for data coming from Xero to Workbench. All data from Workbench to Xero has to be exported manually from ...
Thu, 1 Feb, 2024 at 2:19 PM