Settings — Operations Portal Demo

Settings

Xero integration and the business rules that drive billing, clocking and mileage.

What this section does

Xero: OAuth connection with automatic token refresh — one-time setup.
Sync all clients to Xero as contacts before your first invoice run.
Test Send creates three zero-value test invoices to test email addresses so you can verify the full send flow before going live.
Sync Payments triggers a payment status check from Xero manually; it also runs every 6 hours in the background.
Business settings: billing anchor date and cycle length (how fortnightly periods are calculated), invoice due days, clock rounding rules, fuel allowance rate and the income account code for Xero.
Reset demo restores every client, job, invoice and record to the seeded state.

What happens automatically

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