Xero

This help article will cover some tips for Xero syncs.

Unable to sync to a client's data?

• Confirm you have access to the client on Xero
• What type of access do you have?

It may be that you have been given read-only access.

To confirm this, go to Xero and go in to the client. Click on the top left on the client's name and on the dropdown select My Xero.  When My Xero (with a green band at the top) opens, use the Search bar to find your client you are having trouble with, and in the "Access" column you will see the level of access you have been granted.  Standard or Advisor is ideal as this provides the best functionality, but read-only does not allow you to sync with Silverfin at the moment.

There are two options;

- Request that the subscriber (this can be seen on the same screen as your access level above) increases your level of access to standard or advisor

- If a colleague has the sufficient access then you could request that they set the sync up for you.

Some of the figures in Silverfin don't agree to Xero?

This could be because the client is using multi-currency on Xero. If this is the case you should follow the help article for Xero multi-currency syncs.

NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.