If you're having issues with the items not syncing to Xero, here's how you find out what may be going wrong.
Click Integrations on the left hand menu.
Click Integrations on the menu which pops out
Then click 'View Log'
This will show your previous sync's log. You may find some similar messages in there that appear below.
Failed to save XERO Invoice ### due to the following validation issues - Account code ### is not a valid code for this document.
In the case where this appears, you'll need to double check your orders account code in Xero (chart of accounts) to make sure it's allowing expense items.
Failed to save XERO Invoice J###/PO###/### due to the following validation issues - The TaxType code 'INPUT2' cannot be used with account code '###'.
This is XERO telling us that you're trying to use an Input Tax Type on an Expense item.
You would need to double check your accounting sync setting to make sure they are correct, we have the suggested Xero settings here:
Failed to save XERO Invoice ###/##/INV### due to the following validation issues - The TaxType code 'INPUT' cannot be used with account code '###'. The TaxType code 'EXEMPTEXPENSES' cannot be used with account code '###'.
This is XERO telling us that you're trying to use an Expense Tax Type on an Income item.
You would need to double check your accounting sync setting to make sure they are correct, we have the suggested Xero settings here:
Failed to save XERO Invoice J###/PO####/#### due to the following validation issues - The contact with the specified contact details has been archived. The contact must be un-archived before creating new invoices or credit notes.
You will need to re-link your Buildxact Contact to your Xero Contact. You can do that via viewing the Contact.
Failed to save XERO Invoice J####/PO###/## due to the following validation issues - The document date cannot be before the period lock date, currently set at DD-MM-YYY The document date cannot be before the end of year lock date, currently set at DD-MM-YYYY
This is because you have a lock date or lock period set in your Xero account. Buildxact cannot create the documents prior to this lock out period.
To resolve this they need to remove the lock date in your Xero account, or you can also alter the purchase order invoice date to be part of an NON locked period.
Xero have a guide on how to remove the lock date here - https://central.xero.com/s/article/Set-up-and-work-with-lock-dates
Failed to save XERO Invoice J####/PO##/## due to the following validation issues - You have reached the limit of invoices you can approve.
Xero has limits on trial accounts or accounts that are on the Starter Plan for the amount of invoices that can be made.
If you're seeing this message, you are most likely on one of these plans and have hit the limit which will restrict any further invoices being created.
To generate more invoices you would need to upgrade your plan. Here is Xero's pricing page for further information - http://www.xero.com/pricing/
XERO Invoice/Receipt is syncing multiple times.
Open up the PO or Invoice receipt, you should see a button on the bottom of the page that says "Exclude from sync". Use this option to prevent future syncs for this item.
If your issue with Xero sync is not addressed above, please send a screenshot of what you're seeing on your screen to our Customer Support Team via the chat bot.