• Step 1: Ensure Funancial is still connected to your Xero organisation
    • Use the status icon on the Dashboard to identify whether the connection between Funancial and the Xero organisation you are managing is intact.
    • There are normal circumstances where connectivity between the two may have been broken and for security reasons not re-connected without your express authorisation.
    • Should the connection be broken, click on the Re-Connect button and follow the in-product instructions to re-create the connection.
  • Step 2: Ensure your bookkeeper is entering the information promptly
    • If your bookkeeper or record keeping owner does not update XERO on a daily or weekly basis, Funancial Insights capability and usefulness will be severely limited!
    • That is why Funancial also offers Business services through our offering via our Funancial Services team.
    • Our commitment to keep your records up to date with the information supplied will ensure that your business information is also up to date and in the right category as part of our Business Services as a Partner formula.
    • Reach out to us on wecare@funancial.com for more information!