Connect and verify
Connect Xero for the tenant, then verify the connection status before sending invoices or running sync jobs. Reconnect if Xero reports an authentication or tenant selection problem.
Invoices
Invoice workflows depend on the tenant configuration. Check customer invoice email settings, tax handling, order totals, and any required references before sending invoices.
Reconciliation
Use Porosi and Xero records together: Porosi should explain the order, delivery, credit, and customer history; Xero should remain the accounting source for ledger and reconciliation work.
Troubleshooting
If a sync fails, capture the customer, order number, Xero contact, timestamp, and error shown in Porosi before contacting support.