How do I know which entities are connected with Xero ?
On the Entities screen, the Xero logo will be displayed next to each entity that is connected to Xero.
If the connection between Xero and SmartDocs 360 is lost and needs to be re-authorised, an error logo will display.
How do I disconnect Xero from the entity in SmartDocs 360?
Once you have selected the entity in SmartDocs 360 navigate to the Connections screen.
Click on the Disconnect button and follow the prompts.
What data does SmartDocs 360 read from or insert into Xero?