Troubleshooting Xero for iOS

If you're having trouble using Xero for iOS, use this troubleshooting page to find quick answers to your questions.

How can I restrict what my employees can view?

You can restrict what your employee can see by giving them limited user access.

For example, if your employee needs to submit expense claims but you don't want them to see your organization's financial information, you can give them the Invoice only + Draft only user role.

Business user role access in the mobile apps

Can I switch organizations?

  1. Tap the menu icon Image of the More menu icon in Xero for iOS. on the Dashboard.
  2. Tap Organization. Swipe downwards to search for an organization.
  3. Tap the name organization you'd like to switch to.

How do I check my last login?

  1. Tap the menu icon Image of the More menu icon in Xero for iOS. on the Dashboard.
  2. Tap Account.
  3. Check the time, date and location of your last login. If you notice anything suspicious, contact Xero Support.

    Keep track of your login history

Why can't I view all of my account transactions in Xero for iOS?

You can only view new transactions that need to be reconciled and your most recently imported statement (either by bank feed or by manual import) in the app.

If you need to view older statements or reconciled transactions, you'll need to log in to Xero using your web browser.

Contacts

Can I add a new contact?

Yes, you can add the name of a new contact in Xero for iOS while entering a new invoice, receipt, spend money or receive money transaction.

After you add the transaction, the new customer or supplier will be added to your contacts.

How do I edit a new contact?

You can't edit a contact in Xero for iOS but you can create a note to attach to the contact.

  1. Tap Contacts.
  2. Select the contact's name from the list.
  3. Tap Notes & history.
  4. Tap the + at the top right of the screen.
  5. Add the note, then click Done.