STAFF GUIDE

Understand your saved view

Agate OS shows saved evidence from connected systems. Check its source, coverage and last update before using it to make a decision.

Reload or request an update?

Reload saved view: Loads the evidence already held by Agate OS. It does not request a fresh collection from Xero or another provider.
Request Xero API update: A separate Administrator control, shown only when available. It requests read-only collection. Allow that collection to finish, then check its status and update time.

Reopening a page does not make old evidence current.

Live: The source view has accepted evidence. Check the accompanying time and coverage; this label alone does not verify every service, customer relationship or quantity.
Stale: The saved evidence is older than the view expects. Treat it as dated evidence and check for a newer accepted update.
Not connected: This view has no accepted live source connection. An offline foundation or unavailable connector does not mean the provider has no records.
Partial or unknown: Coverage or a fact is incomplete. Missing values are not zero, and an incomplete source cannot confirm that a service or charge is absent.
Unavailable or access denied: The view could not be loaded for this session or role. Sign in when prompted. Do not treat the failed read as an empty result.

Open Sources to check the current status. This guide contains no live connection or health results.

A recorded invoice quantity is Xero evidence; it does not establish assigned or purchased licences.
A draft relationship remains a proposal until it is reviewed against current operational evidence.
Xero remains the accounting authority. Reloading a view or reading this guide does not approve, pay, reconcile or send an invoice.