This article refers to the sync status for Xero found under the Xero sync settings. We'll look at each status and what it does for a bill/expense and invoice/income. In short it changes the area in Xero that the item lands in and what the next steps are.

NOTE: The settings here control both bill/expenses and invoices/income together you cannot select different settings for each.

Draft

The item will land in the draft folder in Xero and the next step is approving the draft.

  • Bill/Expense

  • Invoice/Income

Submitted

The item will land in the awaiting approval section in Xero and the next step is to approve.

  • Bill/Expense

  • Invoice/Income

Authorised

The item will land pre-approved in the awaiting payment area, the next step is payment or reconciliation.

  • Bill/Expense

  • Invoice/Income

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