The sync of transactions with Xero is automated, eliminating the need for manual data syncing. To ensure a smooth process, you can set up workflows to review documents before they are synced with Xero.
Prerequisites
Access to Xero and the system from which you are syncing data.
Permissions to set up and modify workflows.
Step-by-Step Instructions
1. Automated Syncing
No Manual Action Required: The sync between your system and Xero happens automatically, so there's no need to manually initiate the sync.
2. Set Up Workflows
Document Review: To maintain accuracy, you can create workflows that require documents, such as purchase orders and bills, to be reviewed before they are synced with Xero.
FAQs and Troubleshooting
What if I need to review documents before syncing?
Workflows can be customized to ensure that documents are reviewed before they sync with Xero, adding an extra layer of oversight.
Can I disable the automatic sync?
Automatic syncing is generally recommended, but if needed, consult your system's documentation or support team to explore this option.