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The integration will post all of the transactions that affect your Client Account balance of your APositive facility, namely:
Setting up the APositive-Xero integration is a quick one-time process, completed via the APositive Client Portal. To do this, you must have special permissions within the APositive Portal added to your account – please speak to one of our team to arrange this. As part of this process, you will receive a step by step guide on how to complete the integration connection.
Steps:
Please Note: once the connection is re-enabled (via the re-enabling of the toggle) all of the transactions that have yet to be pushed from the time of disabling to the time of re-enabling will be posted. As such, this is a better option than disconnecting the account completely (see below) if you just want to pause the posting of transactions for a short period of time.
Steps:
Please Note: once you disconnect you will not be able to push any transactions that occur between your disconnect time and the time you reconnect – you will have to add these manually.
The most common reasons (and solutions to this) are as follows:
Failing any of the above, please contact our team who will assist you in getting this resolved.
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