Workspaces and finance data

A Workspace contains its members, connected Xero Organisations, finance defaults, shared accounting roles and finance work. It is the boundary for access to that data.

Organisation access and selection

Connecting Xero makes the Organisations allowed by your Xero authorisation available to the Workspace. Select the Organisations you want to import. Selection and connection status determine which records your assistant can use.

The same Xero Organisation can be connected to separate Workspaces. Each Workspace manages its own access and imported records.

Imports and finance queries

xpnAI imports records for supported finance tools. A sync can change the results of the next query. Check Connections > Xero for import progress and connection problems.

Xero remains the authority for its source records. Shared account and contact roles, reporting mappings and Workspace defaults provide context for finance tasks without changing the original records.

Workspace defaults

The default currency, financial year end and time zone apply where a finance task needs them. Changing a default does not change existing Xero accounting records.

See Workspace settings, Connect Xero and Roles and access.