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FAQ
Overview
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WARNING Do not connect a Xero trial account to an Actiosntep system that will later need to use a live Xero account. If a trial account is connected and later becomes invalid, a new Actionstep system will need to be created and a new Xero account connected. |
When a Xero account is connected to Actionstep, accounts are allocated to specific accounting and billing functions. The first connected Xero account will write these accounts to Actionstep. Replacing the Xero account will not overwrite the accounts, creating a discrepancy between Xero and the available accounts in Actionstep.