Xero FAQ's

What doesn’t your integration do?

Reach Reporting connects to Xero to pull important financial information so that various statements, KPIs, Metrics, and Data can be used in creating truly custom reports and dashboards. Reach has the capability to include custom data and create calculations to build advanced reporting.

Reach simply pulls data and doesn't do any form of pushing data to Xero or any form of reconciliation.

Can Reach pull over the chart of accounts structure from my Xero custom reports?

Reach cannot pull in custom reports from Xero, but we have a Mapping Tool that can be used to structure the chart of accounts as needed.

How do I manage billing?

Easily manage your billing within the menu. Reach Reporting has a 30-day trial period and No Contract.

When and how does data sync occur?

After the first time connecting, your company will automatically sync your data every 24 hours, or you can manually sync your company files at any time by clicking on the sync button in the lower-left when the company is open within Reach Reporting. This will sync the last 5 years.

Note: If a company has been synced in the last 18 hours, it will not automatically sync overnight

Does Xero use 2FA?

Due to regulations set by Xero, Reach enforces 2FA on any workspaces with Xero companies connected. Check out this Knowledge Center article for more information on Xero 2FA

How do I hide inactive accounts?

Xero users can hide inactive accounts by archiving them in the company settings, keeping your chart of accounts clean and easy to manage.

How can I map my Bank & Credit Card accounts?

Xero sometimes treats credit cards as bank accounts. If a credit card has a balance, it may show up as cash in the reports.

Bank and credit cards can be mapped in the company settings for Xero companies. Mapping ensures that credit cards are classified correctly so your reports stay accurate.

Can Reach pull in my budgets by department in Xero?

Budgets by department in Xero can not be filtered, as they do not get consolidated inside of Reach. “Overall” budget is not the sum of classes/departments.

In order to see the different budgets, you can utilize the column settings rather than using the dynamic filters in the display settings or the filters above the columns. Alternatively, you could use our Budgets by Class using Budgets Pro.

My P&L in Reach is showing a Foreign Currency Gains and Losses account. What is this account?

This account is the combined amount of foreign currency accounts as the Xero integration combines 3 accounts into 1 in the Reach API:

Gain/Loss FX (Realized)
Gain/Loss FX (Unrealized)
Bank Revaluations (FX)

This account has nothing to do with our Consolidations or Multi-Currency Conversion features.

I am using the Account Mapping Tool, but do not see the ability to map my main Accounts Receivable and Accounts Payable accounts.

Xero has locked Accounts Receivable and Accounts Payable accounts, so they are unavailable for mapping. These accounts will automatically show up in reports and budgets.

How do I disconnect from Xero?

If you feel that Reach isn't the right fit, disconnecting from Reach can be done inside Xero or within the Reach app with ease.

Go to the Reach Reporting app>

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