Integrations/Xero/Troubleshooting

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 Emersion Support.

Xero Integration Errors Report

To assist customers with identifying possible Xero Integration errors, we have now provided a report called Xero Integration Errors. This report will detail any errors that have occurred during integration between Emersion and Xero.

1. Nav: Report > List > Finance
2. Find the Xero Integration Errors report and click Generate Report
3. Click Search to see all integration errors.

At this time, the Xero Integration Errors report will only list failed integration requests where they relate to either an Invoice, Payment or Ledger Journal Entry (of transaction type allocateUnallocatedPayment. This is displayed in the object column.

Attempt time	AccountID	Account Name	Object Name	Object ID	Object Date Type	Object Date	Amount	Failure Reason
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)
2016-01-05 02:10:00	1234567	ABC Customer	Umbrella_AccountInvoice	7654321	InvoiceStart	01/JAN/2016	570.93	Failed pushing completed invoice to Xero due to: Validation Error (Invoice not of valid status for modification, This document cannot be edited as it has a payment or credit note allocated to it.)
2016-02-01 02:20:05	1234567	ABC Customer	Umbrella_Payment	6543210	PaymentDate	28/JAN/2016	570.93	Failed pushing payment allocated against Invoice #7654321 to Xero due to: Validation Error (Payments can only be made against Authorised documents, Payment amount exceeds the amount outstanding on this document)
2016-06-24 13:32:21	1234567	ABC Customer	Umbrella_LedgerJournal	6996771	AllocationDate	24/JUN/2016	450	Failed pushing payment allocated against Invoice #1659675 to Xero due to: Validation Error (Payments can only be made against Authorised documents, Payment amount exceeds the amount outstanding on this document)

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.

The initial status of an invoice pushed to Xero is Draft.

Within 15 minutes, the Push Completed Invoices poller will push the cardlines to Xero, allocate to the correct invoice & mark that invoice Awaiting Payment status.

If an invoice has not been pushed to Xero and it is not found in the Xero Integration Errors Report, you have the ability to manually reserve the invoice in Xero.

To do this:

1. Nav: Finance > Accounts Receivable > Invoices
2. search for your invoice. Click on the ID to open it.
3. Click Manage
4. Click the Reserve in Xero button
5. You will see a new notification indicating we will attempt to reserve this invoice in Xero

If you are certain an invoice has not pushed across to Xero, and do not see the Reserve in Xero button via Manage Invoice, please contact Emersion Support

Marking Invoices Manually Processed in Xero

Scenario:	Result:
You have reserved an Emersion invoice in Xero either automatically or manually. You have manually modified the Xero invoice that is linked to the Emersion invoice. For example, manually added card lines, marked Paid, etc. You have approved the invoice.	Our system will not be able to push the (Emersion) invoice card lines (or update the Xero invoice status to Authorised) as the Xero invoice is no longer in the Draft status.

If you are confident you have manually synchronised the invoices between Emersion Account(s) and Xero Contact(s), you can use the below procedure to manually mark the Emersion invoices as already processed in Xero.

1. Navigate to Finance > Accounts Receivable > Invoices (tab) > [filter by invoice] > Click Manage
   1. (or alternatively via Customer > Customer List > [filter by customer] > Invoices (tab) > [filter by invoice] > Click Manage)
2. Click on Mark Invoice as Submitted to Xero
3. Confirm you do in fact wish to mark this invoice as manually processed in Xero by clicking Yes
4. You will receive a successful notification once this has been completed

From this point on the invoice will no longer attempt to be pushed to Xero.

See Also

• Xero Integration