Understanding Xero Integration Limitations

  • Updated

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. To work around this limitation, follow these steps:

  1. Disconnect the multi-currency contacts and invoices from the Re-Leased and Xero integration.
  2. In Xero, change the status of the multi-currency contact to inactive.
  3. Create an equivalent contact in Re-Leased using your local currency to replace the multi-currency contact.

 

Journal Entry Payments

Payments made through journal entries in Xero will not be reflected in Re-Leased. To ensure your records remain accurate, you need to:

  1. Manually update any payment information in Re-Leased that was handled through journal entries in Xero.

 

Archiving Contacts

Should a contact be archived in Re-Leased, the change in status won't automatically update in Xero. To maintain consistency between systems, also perform this action in Xero:

  1. Archive the respective contact manually within Xero to match Re-Leased's records.

 

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