Check to see whether you are on Xero Auto Sync or Manual Sync integration. If you are on Xero Auto Sync and your dashboard isn't updating then get in touch with us and we will do our best to help.
Xero Manual Sync, on the other hand, doesn't provide continued access to your account and needs to be re-synced periodically. You can update your dashboard in 2 ways:
1. Switch to Xero Auto Sync: Doing this is fairly simple, visit your Synced Accounts page and click re-sync next to Xero.
Choose Auto Sync in the modal that opens up
2. Continue with Xero Manual Sync and re-sync your account: Repeat the same steps and choose Manual Sync in the above modal.
If you continue with Manual Sync, you will need to do this every time you want to see your up to date spend. Which, I believe, will be at least once or twice a month. Fret not, we will send you an email reminder on the 2nd of every month so that you can get up to date monthly spend summary (typically around 5th of every month).
We strongly recommend switching to Xero Auto Sync to avoid repeating this step again and again.
(i) Synced Accounts page is only accessible to workspace admins.
(ii) If you still face any problems, please feel free to reach us at firstname.lastname@example.org.
Hope this helps!