If a Contact/Agent is set to be paid to a Company/Organization, Loft will post all bills and credit notes to the Organization name.
Please note: Invoicing in Xero should be created with the Organization's name reflecting the syncing rules.
Agent and Organization Syncing Rule
The agent contact is always the Principal contact that all financials are associated with, regardless if that contact is set to be paid to the Organization. All AR/AP balance in Xero will sync to the Agent contact in Loft. If the agent is paid to the Organization, the AR/AP balance in Xero will sync to both contacts.
The 'Linked Xero Contact' field must be linked to its respective Xero contact
Any contacts payable to a Company/Organization, the 'Linked Xero Contact' field must be linked to its respective Xero Company/Org contact and the Profile Contact's 'Linked Xero Contact field must be blank.
Sometimes the 'Linked Xero Contact' field will be blank. This might be due to not having done a hard 'Xero Sync' in your Xero/Activity page (clicking the blue 'Sync Xero' button) for a while!
Blank
The field will have no contact present.
Search and select the contact from the dropdown to relink the contact.
The field will have a red 'Unlink' button present
If Missing, click the 'Unlink' button
This will clear the stuck field and make it blank
Search and select the contact from the dropdown to relink the contact. Please note, sometimes the 'Unlink' button will stick. If stuck, navigate to your Xero/Activity page and click the blue 'Sync Xero' button and let the sync fully run. If this does not resolve the issue, please reach out to support for assistance.
Missing Searchable Field
If you can't find the contact in the search functionality, this might be due to not having done a hard 'Xero Sync' in your Xero/Activity page (clicking the blue 'Sync Xero' button) for a while or have made a change to the contact on the Xero side. Navigate to the Xero/Activity page and perform the sync, once it fully runs, please head back to the contact to see if has either auto populated in the field or is searchable.
If you have more than one contact displaying in the searchable dropdown, this is a good indication that either the Xero contact has been changed or archived in Xero. You will need to head to Xero/Contacts and search in both the 'All' tab and 'Archived' tab to see if the contact is present in both tabs. Any duplicate contact present in the Archived tab that has an email associated with it, you will need to restore the contact, remove the email, and merge the duplicates on the Xero side. Please note, any change requires a 'Sync Xero' operation on the Loft side.
Disable Sync
When you choose to disable the Xero Sync in the profile in Loft it will no longer try to match any of the above criteria. If it is currently ‘Linked’ to a Xero contact AP and AR balances will continue to update.