Organisation-Wide Settings

Some settings belong to the Salesforce org rather than to any one Xero organisation. They live under TwoCanConnect Configuration → Organization Wide Settings.

Ongoing sync frequency

How often the ongoing sync runs, across all connected Xero organisations. You can't set a different frequency per organisation.

A change here applies from the next sync cycle. If you've shortened the interval and want it to take effect straight away, restart the ongoing sync — otherwise the current cycle finishes on the old timing first.

Default Salesforce Opportunity amount setting

Whether the prices on your Opportunity products are tax exclusive, tax inclusive, or have no tax.

This is the default an invoice loads with. Set it to match how your team usually enters prices, so most invoices need no adjustment — users can still change the tax treatment on an individual invoice before sending it.

Default account record type

When the Account Matching page creates a new Salesforce Account, this is the record type it uses.

Worth setting deliberately if you use record types for anything meaningful, since accounts created by matching would otherwise all land on the default.

Permission settings

Below the defaults is a Permission Settings card. If you invoice from Opportunities, two standard fields on Opportunity Product have to be visible to every profile that will create invoices:

• Discount
• Total Price

Both are field-level security settings in Salesforce Setup, not TwoCanConnect settings. If a user's profile can't see them, the invoice creation page shows an error when they try to build the line items.

Each row has a Check Permission button that opens the field's Setup page in a new tab. Under Set Field-Level Security, tick Visible for the profiles that create invoices, then save.

Where the per-organisation settings are

Sync direction, object settings and sync state belong to each Xero organisation — see Sync settings and Connecting additional Xero organisations.