If you're encountering issues with accounts not being found on Xero, there could be several reasons behind it. Here are some possible solutions to address the matter:
Bank Details Verification:
- Navigate to Settings > Integration.
- Check if the bank details in Tradify match those set up in the Xero account.
Xero Ledger Connection Check:
- Access the Xero account.
- Verify that the correct Xero ledger is connected.
Account Configuration in Xero:
- Go to the Xero account.
- Ensure that the account is selectable.
- Confirm that the "Show in expense claims" box is ticked.
By following these steps, you can troubleshoot and potentially resolve the issue. If the problem persists or if you need further assistance, please don't hesitate to reach out. Kindly email firstname.lastname@example.org