Anchor Support

Establish the connection between Xero and Anchor to keep your invoices and payments fully aligned

Connecting to Xero

Learn how to complete the setup by mapping accounts, contacts, and services

Setting up Xero

Understand how invoices, payments, payouts, and fees flow between Anchor and Xero

How Anchor syncs with Xero

Restore archived items to resolve sync issues between Anchor and Xero

How to restore items in Xero

Fix sync issues caused by closed financial periods in Xero.

How to resolve a Xero sync error for 'Account Period is Locked'

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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