Xero
Minerva reaches the organisations you pick when you connect Xero; to add one, connect again and pick it. You choose per organisation, or for all of them, what agents may do. An organisation covers everything inside it: contacts, invoices and accounts. Your role in each organisation still applies, and Xero refuses what it does not allow.
Permissions
Section titled “Permissions”| Permission | What agents can do |
|---|---|
| Read invoices, bills and contacts | List organisations, search contacts, invoices and bills, read an invoice with its lines and payments, and list active accounts and tax rates. |
| Create draft sales invoices | Create a draft sales invoice for an active contact. |
| Create draft bills | Create a draft bill for an active contact. |
Risks to weigh
Section titled “Risks to weigh”- Drafts wait for a person. They are never sent, approved or paid by agents. Check a draft before you approve it in Xero.
- Drafts are not deduplicated. An agent asked twice creates two drafts.
- All organisations covers organisations added later.
What agents cannot do
Section titled “What agents cannot do”Agents cannot write credit notes, quotes, purchase orders, payments, contacts or attachments, or void or change invoices. They do not see bank account numbers or contacts’ bank details.