While the collaboration between Re-Leased and Xero generally brings about enhanced accounting processes, you may encounter aspects that do not sync between the platforms. We've outlined these for you below to help you navigate any potential issues that may arise.
Multi-Currency Transactions
Contacts and invoices that use Xero's multi-currency feature will not sync with Re-Leased, and will cause sync errors to be displayed on the Sync Results Page.
If the contact is not required to come over to Re-Leased, you can clean up these errors, by unlinking any errors in the Sync Results page relating to multi-currency contacts. This will stop any future attempts to sync this contact.
If the contact is required to come over to Re-Leased there are two options. Either:
- In Xero, edit the contact to be of the same currency as your default currency on your Xero account. N.B: This may have unintended consequences for that Contact in Xero.
- Trigger a sync in Re-Leased, then confirm the sync error has disappeared from the Sync Results Page.
Or:
- Archive the contact in Xero
- Create an equivalent contact in Re-Leased to replace the multi-currency contact.
Spend Money/Receive Money transactions
Spend Money/Receive Money transactions created in Xero will not be included in syncs, and so will not be reflected in Re-Leased.
Archiving Contacts
When connected to Xero, Contacts cannot be archived from within Re-Leased. If needed, archive the respective contact within Xero, which upon the next sync will then match Re-Leased's records.