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Need help with CashCode Agent? We are here to assist you.
Frequently Asked Questions
How do I connect my Xero organization?
Click the "Connect Xero" button in the top navigation bar. You will be redirected to Xero to authorize the connection. Once authorized, you can select your organization from the dashboard.
How do I disconnect an organization?
Go to the "Load Connections" table on the dashboard. Click the red "Disconnect" button next to the organization you wish to remove.
Why are my transactions not syncing?
Ensure your Xero connection is active. If your session has expired, you will see a "Reconnect" prompt. Click it to re-authorize access.
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