If for any reason you need to reconnect your Xero client(s) in Clarity you can do so in a few clicks by following the info below.

First though you'll want to check if your clients (and firm) need reconnecting.

To do so, you can check if a business needs reconnecting on the 'Companies' or 'Portfolio' screens.

On the 'Companies' screen you'll see the text on the right hand side of a Xero connected business 'Xero needs reconnecting'

On the 'Portfolio' screen you'll see a red circle with a white exclamation next to the client name.

If you see the above you'll need to reconnect Xero. To do so:

1) Open the business by clicking on the name;

2) Hover over 'Settings' on the top menu and click 'Data', and;

3) Click 'Reconnect'

This will reconnect that business. But only needs to be completed for one client if more than one has lost connection as this will trigger an auto-reconnection on the next automatic daily data sync.

So all Xero businesses will be reconnected, from just that one reconnection, the next day you log into the Clarity platform.