How do I remove the Xero integration completely?
If you want to disconnect your Xero account and remove it completely from Sonas, go to Venue > Integrations and click the remove button on the Xero tile. Remember that all previously added information will remain in your Xero account, and you will need to delete it manually.
What happens if my Xero account gets disconnected or I see activities with system errors?
On some occasions, you might receive a system notification saying your connection with Xero has been lost or asking you to revise your account settings. This might happen, for example, if you change the code or description of your Xero Accounts or update some organization settings. If your connection is lost, you can reconnect from the Xero Integration Settings.
In the other cases, you might need to refetch the latest Xero information from your account and update your config to use your latest changes. To do this, click on Actions > Refresh Xero Data.
Can I use multiple Xero accounts/organizations for my different venues?
Yes, each venue can add its own Xero account or use a shared one if required. However, only one organization can be used per venue.
What is not covered by the Xero integration?
- Synchronizing quotations/draft invoices
- Importing invoices/credit notes created directly in Xero
- Creating existing Xero taxes in Sonas
- Reconciling bank transfers in your Xero account automatically (we try to help match invoices and payments with the description)
- Creating any sort of Xero reports
When and how does data sync occur?
Please check this article for a more in-depth explanation of the process.