Hope the week is going swell!
I’m trying to use the PO template to make it easier than manually entering the data in Xero and I have a few issues which I’m hoping you can assist with.
I’ll provide a brief background for context:
- We have 4 organisations (including 1 demo company) connected through DataDear to Xero
- My boss has admin rights, and has given me all the same access as herself
- List item
When my boss tries to use the PO template, it works for her on 3 out of the 4 organisations.#
The template doesn’t want to generate the drop downs, update the organisation name cell, or update the hidden tabs. For the other 3 organisations it works all good.
We have downloaded new templates, disconnected and reconnected the organisation but alas to no avail
When I try to use the PO template in the demo company, if I complete the process and get a “successful upload” notification, I can’t see the data in Xero. My boss (the admin) can, but I can’t see anything. Is it something with regards to my access rights or something else?
These might be 2 completely separate issues but thought best to put them on the same post in case others are having the same issues.
Cheers in advance,