Use this article to fix the "Unable to Refresh the Trial Balance" error when updating a Xero-linked trial balance in Cimplico Workpapers.
This error usually means your Xero integration has expired and needs to be reconnected.
How to fix this error
Navigate to the entity.
Select Integrations.
Select Xero.
Click Configure.
Select Disconnect from Xero.
Select Connect to Xero
Connect or reconnect to the relevant Xero entity and select Allow access
Select your entity from the Available Tenants dropdown
Select Connect (don't forget this step!)
Return to the Trial Balance page and click Update again.
The trial balance should now update with the latest data from Xero.