Guide 02
Connecting and disconnecting Xero
Loanbooq works through Xero's own sign-in. You choose which organisations it may use, you can see exactly what it reads and writes, and you can end a connection at any time.
Connecting an organisation
Your first organisations connect when you sign in with Xero. To add another later:
- Open Organisations and, under Add another organisation, choose Connect to Xero.
- Sign in with Xero and choose the organisation.
- It appears on the Organisations page and in the organisation picker at the top of the screen.
Each organisation's data is kept separate. Your plan sets how many organisations your account can connect.
What Loanbooq reads and writes
| Reads | Why |
|---|---|
| Organisation name and currency | To show the right organisation and amounts in its currency. |
| Chart of accounts, active accounts only | So you can pick each loan's account and interest account. |
| Tracking categories | So a loan's journals can carry a tracking option, such as a fund or region. |
| Transactions and journals on your loan accounts | To work out each loan's balance, day by day. |
| Balance Sheet | To find a loan's opening balance. |
| Writes | When |
|---|---|
| Manual journals for interest | When you post from the Post page, or automatic posting runs. |
| A manual journal for a repayment | When you record a repayment on the Repayments page. |
| Voids of journals Loanbooq posted | When you void or amend a post in Post History. |
| Approval of drafts Loanbooq posted | Only if you set automatic posting to approve its drafts after a few days. |
Loanbooq never reads or changes invoices, bills, contacts, payroll or bank feeds, and never deletes anything in Xero.
The permissions Xero asks you to approve
- Your name and email address, to sign you in to Loanbooq.
- Access when you are not signed in, so automatic posting can run on the day you choose.
- Organisation settings, read only: the organisation, its chart of accounts and tracking categories.
- Manual journals, read and write: posting, reading and voiding interest journals.
- Bank transactions, read only: payments in and out of your loan accounts.
- Balance Sheet report, read only: opening balances.
Colleagues and shared organisations
Each person connects Xero with their own Xero login, so Xero's own user permissions still apply. If two colleagues connect the same organisation, it is still one organisation in Loanbooq, and Post History shows who posted each month.
Removing an organisation
- Open Organisations.
- Choose Remove on the organisation, or Disconnect all at the foot of the page to remove every organisation.
Loanbooq ends the connection at Xero too, so Loanbooq no longer appears among that organisation's connected apps. Your loan profiles and Post History stay in Loanbooq, and the journals already posted stay in Xero. To use the organisation again, choose Connect to Xero under Add another organisation.
Disconnecting from inside Xero
In Xero, open the organisation's settings, choose Connected apps, then choose Loanbooq and disconnect it. Loanbooq notices the next time it talks to that organisation, marks it as needing to be reconnected, and posts nothing to it until it is.
When a connection lapses
Xero can end a connection on its own. For example, someone disconnected Loanbooq in Xero, your Xero user lost access to the organisation, or nobody used the connection for 60 days. When that happens:
- The organisation shows Reconnect in the organisation picker and on the Organisations page.
- Nothing is posted to it, including automatic posting, until it is reconnected.
- Your loans and Post History are untouched.
Choose Reconnect and sign in with Xero to put it right.