Security check

G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. For better performance the Date Range should not exceed 365 days. You have tried to export the invoice in Draft status when it’s already in Xero with another Status. Alternatively, this https://bookkeeping-reviews.com/ may mean that you’re trying to export payments onto an invoice in Draft status (it needs to be set to approved first). Xero will automatically create new customer and vendor profiles for your new clients and suppliers. You’ll need to remove the credit or change the credit number before exporting the invoice/bill.

• Before this functionality is enabled, some configuration is required to ensure the information is transferred to your Xero account correctly.
• This error indicates that the invoice you are trying to export the payment against has been exported as a Draft status, rather than as Approved.
• The most common cause of this issue is that you have archived the Contact in Xero.
• Xero will automatically create new customer and vendor profiles for your new clients and suppliers.
• This article provides information about the Equinox Xero integration which enables any invoices generated within Equinox to be easily transferred to a Xero account.
• If some of your purchases fail to export, you should click the button «review errors».

It is possible for charges to be mapped to a Xero account code based on the Equinox charge sub-category as well. The charge sub-category list can be customised to add extra charge options. Please contact our support team who can add the extra sub-category options for you. This error indicates that the invoice you are trying to export the payment against has been exported as a Draft status, rather than as Approved. To remedy this you will need to export the invoice(s) again and ensure that they’re exported as Approved (this is selected at the bottom of the page). Once they’re in Xero as approved you should be able to export the payments onto them.

Troubleshooting Xero Exports

Please let our Support team know if you want to use any of these options. Our Support team are happy to help with bulk updates to set Payment Terms. When the completion screen is displayed, the accounting information from your scanned invoices or receipts is sent to Xero.

There are required and optional attributes for GL Export report. This can happen if the Tax Usage in invoice settings is set up to No Tax. The invoice is already in Xero and has payments recorded in Xero.

Invoice not of valid status for modification, this document cannot be edited as it has a payment or credit note allocated to it

Un-archive this contact and merge them with any other similar ones you may have in Xero, keeping the contact with the Contact Code / Account Number. You can also choose to send a copy of the Equinox invoice whilst exporting which will then attach as a document in Xero. This article provides information about the Equinox Xero integration which enables any invoices generated within Equinox to be easily transferred to a Xero account.

• This is something our support team will assist with during the initial setup and can be amended at a later date if necessary.
• Contacts in Xero that have been created by Power Diary will have a Contact Code (see the red arrow on the picture below).
• When FX fees are registered into Spendesk, then Spendesk automatically creates a bill and payment in Xero.
• Here, you can periodically select any invoices from a list within Equinox and click a button which will send them over to your Xero account as Draft invoices.
• There are required and optional attributes for GL Export report.
• It is possible for charges to be mapped to a Xero account code based on the Equinox charge sub-category as well.

The best practice is to record payments inside Xero, then manually update the commonsku invoice’s status to Paid. When charges are exported from Equinox to Xero the charges will be mapped to Xero Tax Types depending on the country of the billing contact in Equinox. This determines the amount of tax calculated in Xero and how the transaction is reported on the Tax return. Xero recommends creating a new invoice or making a copy of the voided one. If you’d like to re-export from commonsku, you’ll need to create a new invoice and export it to Xero. There are some additional preferences that can be enabled when exporting charges to Xero.

Exporting Data to Xero

Before this functionality is enabled, some configuration is required to ensure the information is transferred to your Xero account correctly. Any invoices that have been sent to Equinox will be updated to show they are ‘Transferred’ to prevent them from being exported to Xero more than once. Here, you can periodically select any invoices from a list within Equinox and click a button which will send them over to your Xero account as Draft invoices. Something in the Xero client/supplier account has changed since it was initially connected to commonsku. Have a look at how purchases are exported to Xero depending on the type of payment, and more details about how FX fees are exported to Xero.

This means that there is already an existing contact in Xero with the same Account Number or Contact Number as the one you are trying to export from Power Diary. The Account Number / Contact Code can be seen in Xero by editing the contact. The Client Number in Power Diary can be found https://bookkeeping-reviews.com/xero-export/ by looking at the Client details screen. The most common cause of this issue is that you have archived the Contact in Xero. Review your archived contacts in Xero and you will probably see one in there that matches the details of the Client you are trying to export from Power Diary.

GST Free tax codes export as BAS Excluded in Xero

Please let us know specifically, as this is not automatically addressed within our import process. Xero Cashbook and Ledger plans are not able to receive invoices or bills from third-party apps, therefore, you won’t be able to export Approved invoices or payments to Xero if you are under these plans. These plans will only support exporting invoices as Draft status. You will need to upgrade your plan with Xero to enable the export of Approved invoices and payments. To ensure the charge information is transferred correctly to Xero your Equinox charge categories (Time, Fixed, Cost) will need to be mapped to your Xero account codes. This is something our support team will assist with during the initial setup and can be amended at a later date if necessary.

If some of your purchases fail to export, you should click the button «review errors». When FX fees are registered into Spendesk, then Spendesk automatically creates a bill and payment in Xero. Select the object, make the necessary changes to it and Update the template or Update and Execute the new query. Contacts in Xero that have been created by Power Diary will have a Contact Code (see the red arrow on the picture below). When this functionality is enabled you will have a new option in the Finance tab called ‘Export to Xero’.

And provide the name of the template in Template Name field, for instance, Template 1. This indicates that there is a profile in Xero that has this same name combination and therefore this profile cannot be exported. Please check in Xero by searching all Contacts (both  archived and unarchived) to determine if the profile is a duplicate or not. If so, you can use the steps in the section below to remedy this.

• To remedy this you will need to export the invoice(s) again and ensure that they’re exported as Approved (this is selected at the bottom of the page).
• When the completion screen is displayed, the accounting information from your scanned invoices or receipts is sent to Xero.
• This means that there is already an existing contact in Xero with the same Account Number or Contact Number as the one you are trying to export from Power Diary.