Why is does my Xero organisation appear as "Incompatible Region"?
Why is does my Xero organisation appear as "Incompatible Region"?
Retention Track will not allow you to link Xero organisations to Retention Track workspaces that are configured for different regions. This means that a UK Xero organisation can only be connected to a UK Retention Track workspace.
Ensure the region is configured correctly in both platforms and contact support if you require any changes to be made.
Why does my existing retention accounts not appear during setup?
Why does my existing retention accounts not appear during setup?
When connecting your Xero organisation, Retention Track will scan through your chart of accounts and present any valid accounts that could be used as your Retention Debtors and Retention Defect Liabilities accounts.
If your existing account is not shown this means that it has not been configured correctly and we recommend letting Retention Track to create a new pair of accounts for you. If you need assistance with this migration reach out to support and we'd be happy to put you in contact with a technical expert to help.
"Contractor does not have a Xero contact linked" when creating a credit note
"Contractor does not have a Xero contact linked" when creating a credit note
This error occurs when you try to create a credit note for an invoice who's corresponding contractor in Retention Track is not linked to a contact in Xero. This can easily be solved by navigating to the contractor page and selecting "Link to Xero Contact".