Xero: Key Questions, Troubleshooting and Demands Export
How do I disconnect from Xero?
It's just the opposite
What doesn’t your integration do?
When we pull Contractor (Supplier in Xero) across you still need to create/map across on to the Dwellant Organstion
How do payment processing fees appear in Xero?
There is not option to directly take payments in Dwellant currently.
How do I reconcile sales data synced to Xero?
We pull any payments overnight so remember they will not be shown the same day.
When and how does data sync occur? Is it manual, automatic, on login, in real-time. Are there any settings related to synchronizing?
The key point to remember is most data is refreshed overnight between the Dwellant and Xero.
Troubleshooting
If the Accounting Data plugin gives an error like this for the Tenant view →
It may mean the property has been switched off on Xero in some way. Turn off the accounting property from Syncing with a building, and then retry the plugin.
Cannot run Tenant view 30f521c5-970f-492a-9593-64ce10a2b3d7, Unsuccessful response code: Forbidden: Forbidden, Response Text: {"Type":null,"Title":"Forbidden","Status":403,"Detail":"AuthenticationUnsuccessful","Instance":"6b3b2e69-6e8a-4cbc-a555-f35341da548f","Extensions":{}}
Schedules and Expense Types
A Tracking Category needs to be added named “Schedules”. Every option within this is a Dwellant Accounting Schedule.
Accounting / Advanced / Tracking Categories
Every Schedule is linked to every Expense Type.
Xero Accounts are Dwellant Expense Types.
Accounting / Advanced / Chart of accounts
Bank Accounts are not included. The code given is used as the external id.
Archived Accounts are not included. But if an Account is active in any organisation then it will be included.
Every Expense Type is linked to every Schedule.
VAT Types
Xero Tax Rates are Dwellant VAT Types
Accounting / Advanced / Tax rates
Contractors
Xero Contacts that are Suppliers are Dwellant Accounting Contractors
Xero Contacts are classified as Customers and/or Supppliers. To make a Contact a Supplier (contractor) add a Bill to the Contact.
Invoice Export
Approved invoices are sent straight Xero, then they can be found in the Supplier Contacts list of Bills.
Direct From Debtor invoices go to the Customer Contact (accounting tenant) as well as the Supplier Contact.
Each cost assignment for each line item is listed in the Bill.
Troubleshooting
If the contractor external id does not exist in Xero, an exception will occur like this:
“Invoice_821684_Error = Unsuccessful response code: NotFound: , Response Text“
To avoid this error make sure the contractor external id is present in Xero.
Demands Export / Ecomms
Building / Setup / Accounting / Charges / Manage
Download the Charges template and upload. Check the upload request indicates success.
You will now see the charges listed on the Manage page. Click the Create Invoices button.
There is a job which will run a minute later. The job may fail if there is a problem with the data. Normally you can find the errors on the Charges / View History page.
Note, if it’s a new Managing agent you will get an error if an invoice number hasn’t been added to the database for them. Ex- Credit Note example.
In Xero you can find the invoices under Business / Invoices, or via the individual Contacts. Or for Credit Notes look in Business / Bills to pay.
Support
To access support or raise a case, login to Xero then go to the ‘Help’ icon at the top right → Learn Xero.
Then click on the profile icon at the top right → My cases.
There is a button at the bottom to raise a case, or you can start a discussion in the forums.