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SFX Setup - default settings
<SFX Setup> tab allows you to manage the below Configure Xero default Account/Tax/Payment mapping Add Multi-Xero orgs Sync Xero Invoices Sync Credit Notes Sync Salesforce Products to Xero Sync Configuration Configure Xero default Account/Tax/Payment ...
Does SFX support two-way sync?
Yes two way sync is available in SFX advanced and SFX enterprise only. Not available in SFX free and SFX basic edition.
Does SFX supports multi-currency?
Yes, SFX Supports multi-currency. Scenario: We have 5 billing entities in different countries with different currencies. Hence, we invoice in multi-currency.
Tracking category automation with SFX
SFX supports tracking categories To automatically populate the right data into the tracking category based on opportunity, you can use a formula field to automate the tracking field on the opportunity object. This field can then pull the data needed ...
How do I cancel SFX account
You can email us 30 days before expiry of the subscription, and we will initiate the cancellation. Before you cancel or uninstall the app, we request you to backup the data stored in SFX objects.