Integrations/Xero/Troubleshooting - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2018-05-14T03:19:59Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

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Dcowan: corrected link... again

2018-04-23T00:26:24Z

corrected link... again

Dcowan: corrected link

2018-04-23T00:26:05Z

corrected link

Dcowan: minor correction

2018-02-28T01:18:35Z

minor correction

Dcowan: added payment surcharge section

2018-02-12T02:13:04Z

added payment surcharge section

Dcowan: added xero guid info

2018-02-05T02:58:12Z

added xero guid info

Dcowan: added small section on no invoice or payment in Xero

2017-05-10T08:09:29Z

added small section on no invoice or payment in Xero

Dcowan: formatting change

2017-05-04T08:02:02Z

formatting change

Dcowan: small correction to add ledger journal to report definition

2017-03-22T05:43:41Z

small correction to add ledger journal to report definition

Scarpenter: /* Xero Integration Errors Report */

2017-02-13T01:59:01Z

‎Xero Integration Errors Report

@@ Line 140: / Line 140: @@
 |-
 | Invoice
-| hhttps://go.xero.com/AccountsReceivable/View.aspx?invoiceID=6e75ba8c-fd37-44b5-93e9-52e82d28a10b
+| https://go.xero.com/AccountsReceivable/View.aspx?invoiceID=6e75ba8c-fd37-44b5-93e9-52e82d28a10b
 | This can only ever originate from Xero at this time. We do not support "pulling" credit notes <em>from</em> Xero
 |-

@@ Line 140: / Line 140: @@
 |-
 | Invoice
-| https://go.xero.com/AccountsReceivable/Edit.aspx?invoiceid=6e75ba8c-fd37-44b5-93e9-52e82d28a10b
+| hhttps://go.xero.com/AccountsReceivable/View.aspx?invoiceID=6e75ba8c-fd37-44b5-93e9-52e82d28a10b
 | This can only ever originate from Xero at this time. We do not support "pulling" credit notes <em>from</em> Xero
 |-

@@ Line 141: / Line 141: @@
 | Invoice
 | https://go.xero.com/AccountsReceivable/Edit.aspx?invoiceid=6e75ba8c-fd37-44b5-93e9-52e82d28a10b
+| This can only ever originate from Xero at this time. We do not support "pulling" credit notes <em>from</em> Xero
 |-
 | Credit Note
 | https://go.xero.com/AccountsReceivable/ViewCreditNote.aspx?creditNoteID=90c25028-0c5d-4d59-a578-29ee04729fa0
+| This can only ever originate from Xero at this time. We do not support "pushing" credit notes <em>to</em> Xero
 |}

@@ Line 152: / Line 152: @@
 From time to time, the Emersion Support team may work with you to correct Xero integration issues and may "generate" these above links for you based on data provided to us via the Xero API. We cannot see any data in your Xero company, nor do we have access to "log in". The above links are generic across all Xero accounts - except for the unique "GUID" of course.
 = See Also =
 * [[Integrations/Xero|Xero Integration]]

@@ Line 113: / Line 113: @@
 From this point on the invoice will no longer attempt to be pushed to Xero.
 = See Also =
 * [[Integrations/Xero|Xero Integration]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Troubleshooting Xero Integration}}
-=Overview=
+= Overview =
 This article assists users troubleshoot and resolve issues with the integration between Xero and Emersion. It is expected that before raising a service request with the Emersion Customer Service team that you have stepped through this guide in order to resolve the most common Xero issues. If you are having trouble interpreting the results of the Xero Integration Errors report (below), or need some further assistance, please contact [https://support.emersion.com/servicedesk/customer/ Emersion Support].
@@ Line 8: / Line 8: @@
 In these cases, the system will:
 * Disable the Xero configuration for your service provider account.
 * Create a support ticket for the Emersion Customer Support team to follow up with you.
 == Xero Integration Errors Report==

@@ Line 3: / Line 3: @@
 This article assists users troubleshoot and resolve issues with the integration between Xero and Emersion. It is expected that before raising a service request with the Emersion Customer Service team that you have stepped through this guide in order to resolve the most common Xero issues. If you are having trouble interpreting the results of the Xero Integration Errors report (below), or need some further assistance, please contact [https://support.emersion.com/servicedesk/customer/ Emersion Support].
-== Xero Integration Errors ==
+== Automatic Xero Config Disable On Connection Error / Timeout ==
 Emersion's system actively monitors the attempts to process with Xero where there is no Xero connection and reports this to Emersion. In these cases, it is likely that access has been revoked or the session has timed out. To avoid our system making unnecessary frequent attempts to call the Xero platform in these instances, Emersion's system will conclude access is broken or otherwise disabled should we received 5 of these errors reports in the last hour.
 In these cases, the system will:
-* disable the Xero configuration for your service provider account.
+* Disable the Xero configuration for your service provider account.
-* create a support ticket for the Emersion Customer Support team to follow up with you.
+* Create a support ticket for the Emersion Customer Support team to follow up with you.
 To assist customers with identifying possible Xero Integration errors, a report called '''Xero Integration Errors''' exists. This report will detail any errors that have occurred during integration between Emersion and Xero.
 To find the report, Nav: '''Report > List > Finance'''

@@ Line 22: / Line 22: @@
 ! Attempt time !! AccountID !! Account Name !! Object Name !! Object ID !! Object Date Type !! Object Date !! Amount !! Failure Reason
 |- style="color: green;"
-| The time the invoice or payment was attempted to be pushed to Xero, and failed. || The End User Account ID || The End User Account Name || Invoice (''Umbrella_AccountInvoice'') or Payment (''Umbrella_Payment'') || Invoice ID / Payment ID || Invoice Start Date / Payment Date || Date as per preceding column || Invoice Total Amount (inc Tax) / Payment Total Amount (inc Tax) || Truncated Failure Response (''as stripped out of the Xero API Response'')
+| The time the invoice or payment was attempted to be pushed to Xero, and failed. || The End User Account ID || The End User Account Name || Invoice (''Umbrella_AccountInvoice'') or Payment (''Umbrella_Payment'') or Ledger Journal (''Umbrella_LedgerJournal'') || Invoice ID / Payment ID / Ledger Journal ID || Invoice Start Date / Payment Date || Date as per preceding column || Invoice Total Amount (inc Tax) / Payment Total Amount (inc Tax) || Truncated Failure Response (''as stripped out of the Xero API Response'')
 |-
 |-

@@ Line 3: / Line 3: @@
 This article assists users troubleshoot and resolve issues with the integration between Xero and Emersion. It is expected that before raising a service request with the Emersion Customer Service team that you have stepped through this guide in order to resolve the most common Xero issues. If you are having trouble interpreting the results of the Xero Integration Errors report (below), or need some further assistance, please contact [https://support.emersion.com/servicedesk/customer/ Emersion Support].
-== Xero Integration Errors Report ==
+== Xero Integration Errors ==
-To assist customers with identifying possible Xero Integration errors, we have now provided a report called '''Xero Integration Errors'''.
+In these cases, the system will:
-This report will detail any errors that have occurred during integration between Emersion and Xero.
+* disable the Xero configuration for your service provider account.
-# Nav: '''Report > List > Finance'''
+To assist customers with identifying possible Xero Integration errors, a report called '''Xero Integration Errors''' exists. This report will detail any errors that have occurred during integration between Emersion and Xero.
 # Find the '''Xero Integration Errors''' report and click ''Generate Report''
 # Click ''Search'' to see all integration errors.
@@ Line 54: / Line 58: @@
 [[NEW TRANSACTIONS PAGE MARK MANUALLY PROCESSED IN XERO]]
 -->
 == Manually Reserving an Emersion Invoice in Xero ==
 If you are subscribed to Xero Integration, have successfully connected Emersion to your Xero instance & have a linked Emersion Account / Xero Contact, the system will automatically reserve an invoice in Xero once it has been generated.