You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Showing articles from xero tag

Forcing a manual sync

When transactions have not synced to your accounting system, the best way to make sure these transactions sync is to perform a manual sync of your accounting system. To do this, click on the accounting icon in the top right corner of the screen. _Click on image to enlarge_ ![][1] A pop up will appear asking for you…

Xero Sync Error Message - Account 'XXXX' has been archived, or has been deleted

_Click on image to enlarge_ ![][1] **Issue:** Xero transactions will not sync over and come up with this error above in the Event Log. This is specific to situations where some invoices have synced over and others have not to the above account number. **Confirm This Guide will Help You:** 1) Go to your Xero Settin…

How to Select a Bank Account in Xero for a Payment Method XERO ONLY

**PLEASE NOTE:** This functionality is only available on our Gold level subscription and to customers that integrate with Xero. 1. Go the the tabs on the left hand side of the screen and select 'Settings' then 'Company Lists'. ![][1] 2. Scroll down to the 'Payment Methods' section. ![][2] 3. You can choose from y…

Why has an invoice/payment not synced to your accounting system

_This article covers the steps you should take when you discover an invoice or payment _hasn't_ synced over to the accounting software you have integrated with Workshop Software._ 1. Force a manual sync from Workshop Software and wait for 1 hour. A manual sync will find all transactions that have been processed in W…

Xero Sync Error Message - Invoice not of valid status for creation

_Click on image to enlarge_ ![][1] **Issue:** When checking the Event Logs, the above error comes up after syncing with Xero. **Reason For Error:** System is trying to sync invoices that have been voided on the Workshop Software system. These are not missing invoices from Xero, as they have been voided and should n…

Xero Sync Error Message - Xero integration will not work until valid accounts are entered

This issue is because of the way that your Xero account is set up. If you look in your Xero Settings, you will either see blank fields (All fields must be filled, even if you are not using this aspect of the integran) or one of the accounts set up will look something like the screenshot below: _Click on image to enla…

Xero Sync Error Message - Associated parent record is not uploaded to Xero, sync to upload

_The purpose of this article is to guide the customer on WHY they get this issue and HOW to resolve it:_ **Why does this error come up?: ** This error comes up because the Supplier or Customer has not synced over to Xero. Therefore, this invoice cannot sync over either. **Resolution:** 1) Go to the top right hand …

Xero Sync Error Message - The specified contact details match an archived contact. Archived contacts cannot currently be edited via the API

The reason for this error is that you have made a transaction against a customer in Workshop software that you have as an archived contact in your Xero account. You can see the error below. 'The specified contact details matched an archived contact. Archived contacts cannot currently be edited via the API. _Click on…

Why is my invoice not syncing to Xero?

The Key to finding out why your invoice isn't syncing is to check the Event Log. Checking the Event Log: **Go to Reports > Business Reports > Log Reports > Event Report** This will show you a log of all the errors for your invoices. This would be the FIRST thing I would do if your invoices are not showing up. In th…

Xero Sync Error Message - Payment amount exceeds the amount outstanding on this document

The purpose of this article is to explain the cause of the _"The Total for this document must be greater than or equal to zero." _error that can occur with a Xero sync. _Click on the image to enlarge_ ![][1] This issue relates to the amount that is currently outstanding on the invoice in Xero. _For example if the …

scroll to top icon