What this error means
This error appears when Link My Books tries to send a settlement to Xero, but the Xero user connected to Link My Books does not have the required permissions to create transactions.
Xero requires the connected user to have sufficient access rights in order to create invoices or bills.
Why this happens
Common reasons include:
The Xero user connected to Link My Books does not have full access
The user’s permissions in Xero were changed after the connection was created
The integration was authorised using a restricted user account
Because of these permission restrictions, Xero rejects the request.
How to resolve it
Reconnect Xero using a user with the correct permissions.
Steps:
Log in to Link My Books
Go to Settings → Account Settings
Click Reconnect Xero
Authorise the connection using a user with full access in Xero
Once the connection is re-established, return to the Settlements dashboard and send the settlement again.
When to contact Link My Books support
Contact Link My Books support if:
the Xero user has full permissions but the error still appears
the settlement continues to fail after reconnecting Xero
Please include:
the settlement ID
the exact error message
the events or steps that led to the error
a screenshot if possible
This helps our team investigate the issue more quickly.