From 636466df7629a35bd1c4bfca620228de4a1b27bb Mon Sep 17 00:00:00 2001 From: Stephanie Elliott Date: Tue, 10 Mar 2026 14:41:25 -1000 Subject: [PATCH] Add Xero troubleshooting docs (New Expensify) - Root: Configure, Connect, Xero-Troubleshooting. - Troubleshooting: Auth, Connection, Export, Sync errors, FAQ. - Hub pages already exist on main. Part of Integration Errors Revamp (splitting PR #83106). --- .../XERO01-Error.md | 89 +++++++++++++ .../XERO11-Sync-Error.md | 86 +++++++++++++ .../XERO45-Sync-Error.md | 112 ++++++++++++++++ .../XERO84-Sync-Error.md | 83 ++++++++++++ .../Connection-errors/XERO01-Error.md | 89 +++++++++++++ .../Connection-errors/XERO45-Sync-Error.md | 112 ++++++++++++++++ .../Connection-errors/XERO84-Sync-Error.md | 83 ++++++++++++ .../Export-Errors/XERO01-Error.md | 89 +++++++++++++ .../Export-Errors/XERO08-Export-Error.md | 89 +++++++++++++ .../Export-Errors/XERO14-Export-Error.md | 105 +++++++++++++++ .../Export-Errors/XERO27-Export-Error.md | 107 ++++++++++++++++ .../Export-Errors/XERO31-Export-Error.md | 82 ++++++++++++ .../Export-Errors/XERO33-Export-Error.md | 91 +++++++++++++ .../Export-Errors/XERO44-Export-Error.md | 81 ++++++++++++ .../Export-Errors/XERO52-Export-Error.md | 106 +++++++++++++++ .../Export-Errors/XERO56-Export-Error.md | 98 ++++++++++++++ .../Export-Errors/XERO68-Export-Error.md | 90 +++++++++++++ .../Export-Errors/XERO76-Export-Error.md | 81 ++++++++++++ .../Export-Errors/XERO78-Export-Error.md | 121 ++++++++++++++++++ .../Export-Errors/XERO83-Export-Error.md | 100 +++++++++++++++ .../Export-Errors/XERO87-Export-Error.md | 99 ++++++++++++++ .../Export-Errors/XERO93-Export-Error.md | 112 ++++++++++++++++ .../Export-Errors/XERO95-Export-Error.md | 98 ++++++++++++++ .../Export-Errors/XERO99-Export-Error.md | 72 +++++++++++ .../Sync-Errors/XERO01-Error.md | 89 +++++++++++++ .../Sync-Errors/XERO11-Sync-Error.md | 86 +++++++++++++ .../Sync-Errors/XERO45-Sync-Error.md | 112 ++++++++++++++++ .../Sync-Errors/XERO73-Sync-Error.md | 91 +++++++++++++ .../Sync-Errors/XERO84-Sync-Error.md | 83 ++++++++++++ .../xero/Troubleshooting/Xero-FAQ.md | 111 ++++++++++++++++ 30 files changed, 2847 insertions(+) create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO01-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO11-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO45-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO84-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO01-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO45-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO84-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO01-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO08-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO14-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO27-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO31-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO33-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO44-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO52-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO56-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO68-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO76-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO78-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO83-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO87-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO93-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO95-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO99-Export-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO01-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO11-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO45-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO73-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO84-Sync-Error.md create mode 100644 docs/articles/new-expensify/connections/xero/Troubleshooting/Xero-FAQ.md diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO01-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO01-Error.md new file mode 100644 index 0000000000000..83fbd0c747224 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO01-Error.md @@ -0,0 +1,89 @@ +--- +title: XERO01 Error in Xero Integration +description: Learn what the XERO01 error means and how to resolve connection issues between New Expensify and Xero. +keywords: XERO01, Xero connection error, unable to complete action to Xero, Expensify Xero integration error, Xero sync issue, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO01 error related to connection issues between Expensify and Xero. Does not cover specific Xero category, tax, or bank account configuration errors. +--- + +# XERO01 Error in Xero Integration + +If you see the error: + +XERO01 Error: Unable to complete action to Xero. Please reach out to Concierge for additional assistance. + +It means there is a connection issue between the Workspace and Xero. + +This error prevents the report or transaction from syncing successfully to Xero. + +--- + +## Why the XERO01 Error Happens in Xero + +The XERO01 error typically indicates a disruption in communication between the Workspace and Xero. + +Common causes include: + +- An expired or disconnected Xero connection. +- Authentication or authorization issues. +- Changes to Xero organization permissions. +- Temporary service interruptions in Xero. + +Because this error relates to the integration connection, it cannot be resolved by editing the report itself. + +This is a connection issue, not a category or tax configuration issue. + +--- + +# How to Fix the XERO01 Error + +Follow the steps below to confirm the connection and retry the export. + +--- + +## Confirm the Xero Connection in the Workspace + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Review the Xero connection status. +5. If prompted, reconnect or reauthorize the Xero integration. +6. Click **Save**. +7. Click **Sync Now**. + +After reconnecting, retry the export. + +--- + +## Contact Concierge if the Error Persists + +If the error continues after reconnecting: + +On web: +1. Go to the navigation tabs on the left. +2. Click **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +Include: + +- The full error message. +- The report name or ID. +- The date and time the export was attempted. + +Concierge will review the connection and help restore the integration. + +--- + +# FAQ + +## Should I Retry the Export Before Contacting Concierge? + +Yes. You can retry the export in case the issue was temporary. If the error persists, contact Concierge. + +## Does the XERO01 Error Affect All Exports? + +It can. If the Xero connection is disrupted, multiple reports or exports may fail until the connection is restored. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO11-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO11-Sync-Error.md new file mode 100644 index 0000000000000..d8a3b931be970 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO11-Sync-Error.md @@ -0,0 +1,86 @@ +--- +title: XERO11 Sync Error in Xero Integration +description: Learn what the XERO11 sync error means and how to reconnect your Xero integration in New Expensify. +keywords: XERO11, Xero connection expired, reconnect Xero New Expensify, Xero sync error, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO11 sync error related to expired Xero credentials and reconnection steps. Does not cover Xero export mapping, tax, or category configuration. +--- + +# XERO11 Sync Error in Xero Integration + +If you see the error: + +XERO11 Sync Error: The connection to Xero has expired. Please follow prompts in the Workspace to reconnect. + +This means the authentication credentials for your Xero connection have expired. + +Until the connection is reauthenticated, syncing and exports to Xero will fail. + +--- + +## Why the XERO11 Sync Error Happens in Xero + +The XERO11 error typically occurs when: + +- The Xero authentication token has expired. +- The Xero connection was revoked in Xero. +- The connected Xero admin user no longer has access. +- Xero requires reauthorization for security reasons. + +Xero requires periodic reauthentication to maintain a secure integration. + +This is a connection issue, not a category or export mapping issue. + +--- + +# How to Reconnect Xero in New Expensify + +Follow the steps below to restore the connection. + +--- + +## Reconnect the Xero Integration in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. +6. When prompted, click **Reconnect**. +7. Log in using the Xero admin credentials originally used to connect the Workspace. +8. Complete the authorization flow. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. +7. When prompted, tap **Reconnect** and complete the authorization flow. + +--- + +## Retry the Sync or Export + +After reconnecting: + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click **Sync now**. +3. Retry exporting the report if needed. + +If the connection was successfully restored, syncing and exports should complete normally. + +--- + +# FAQ + +## Do I Need Xero Admin Access to Reconnect? + +Yes. You must use a Xero account with admin permissions for the connected organization. + +## Will Previously Failed Exports Retry Automatically? + +No. You may need to manually retry exports after the connection has been restored. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO45-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO45-Sync-Error.md new file mode 100644 index 0000000000000..8cf0a9c8acad5 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO45-Sync-Error.md @@ -0,0 +1,112 @@ +--- +title: XERO45 Sync Error in Xero Integration +description: Learn what the XERO45 sync error means and how to disconnect and reconnect Xero in New Expensify to restore syncing. +keywords: XERO45, Xero invalid authentication token, disconnect Xero New Expensify, reconnect Xero Workspace, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO45 sync error related to expired or invalid authentication tokens and reconnection steps. Does not cover Xero export mapping, tax, or category configuration. +--- + +# XERO45 Sync Error in Xero Integration + +If you see the error: + +XERO45 Sync Error: Unable to sync Xero data due to an invalid authentication token. Please disconnect and reconnect Xero in the Workspace. + +This means the authentication token connecting the Workspace to Xero has expired or is no longer valid. + +Until the connection is refreshed, syncing and exports will fail. + +--- + +## Why the XERO45 Sync Error Happens in Xero + +The XERO45 error typically occurs when: + +- The Xero authentication token has expired. +- The Xero connection was revoked in Xero. +- The connected Xero account credentials were changed. +- The Xero admin user who authorized the connection no longer has access. + +When the token is invalid, the Workspace cannot access Xero data. + +This is a connection issue, not an export mapping issue. + +--- + +# How to Fix the XERO45 Sync Error + +Follow the steps below to disconnect and reconnect the Xero integration. + +--- + +## Save Your Workspace Accounting Configuration + +Before disconnecting: + +On web: +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Review and save your settings under: + - **Export** + - **Coding** + - **Advanced** + +Disconnecting may remove imported options and configuration settings. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Review your accounting configuration settings. + +--- + +## Disconnect Xero From the Workspace + +On web: +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Disconnect from Xero**. +4. Click **Disconnect** to confirm. +5. Refresh the page to confirm the connection is removed. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Disconnect** and confirm. + +--- + +## Reconnect to Xero in the Workspace + +1. In **Settings > Workspaces > [Workspace Name] > Accounting**, click **Connect to Xero**. +2. Log in using the appropriate Xero admin credentials. +3. Select the correct Xero organization. +4. Complete the authorization flow. +5. Click **Save** if prompted. + +--- + +## Run Sync + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon. +3. Click **Sync now**. + +If the connection is successfully restored, syncing and exports should complete normally. + +--- + +# FAQ + +## Do I Need Xero Admin Access to Reconnect? + +Yes. You must use a Xero account with admin permissions for the connected organization. + +## Will Disconnecting Remove My Configuration? + +It may remove imported options and accounting settings. Save your configuration before disconnecting so you can reapply any custom settings if needed. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO84-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO84-Sync-Error.md new file mode 100644 index 0000000000000..55ff2ed8499db --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO84-Sync-Error.md @@ -0,0 +1,83 @@ +--- +title: XERO84 Sync Error in Xero Integration +description: Learn what the XERO84 sync error means and how to select the correct Xero organization for your Workspace in New Expensify. +keywords: XERO84, Xero organization not selected, select Xero company Expensify, Xero sync error organization, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO84 sync error related to missing Xero organization selection. Does not cover authentication token, connection expiration, or export mapping issues. +--- + +# XERO84 Sync Error in Xero Integration + +If you see the error: + +XERO84 Sync Error: There was a problem syncing Xero data. Please select which Xero organization or company this Workspace should sync with. + +This means no Xero organization is selected in your Workspace settings. + +Until an organization is selected, the Workspace cannot sync data with Xero. + +--- + +## Why the XERO84 Sync Error Happens in Xero + +The XERO84 error typically occurs when: + +- The Workspace is connected to Xero. +- No specific **Xero organization** has been selected in the Workspace configuration. +- The organization selection was cleared or not completed during setup. + +Without selecting an organization, the Workspace does not know which Xero company to sync with. + +This is a configuration issue, not an authentication token or export mapping issue. + +--- + +# How to Fix the XERO84 Sync Error + +Follow the steps below to select the correct Xero organization and retry the sync. + +--- + +## Select the Xero Organization in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click **Export**. +5. At the top of the page, select the correct **Xero organization** from the dropdown. +6. Click **Save**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap **Export**. +6. Select the appropriate **Xero organization**. +7. Tap **Save**. + +--- + +## Run Sync + +After saving: + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Sync now**. + +If the correct organization is selected, the sync should complete successfully. + +--- + +# FAQ + +## Why Don’t I See My Xero Organization in the Dropdown? + +Make sure you are logged in with a Xero account that has access to the organization. If needed, disconnect and reconnect using the correct Xero admin account. + +## Do I Need Xero Admin Access to Select the Organization? + +Yes. The connected Xero account must have access to the organization you want to sync with. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO01-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO01-Error.md new file mode 100644 index 0000000000000..83fbd0c747224 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO01-Error.md @@ -0,0 +1,89 @@ +--- +title: XERO01 Error in Xero Integration +description: Learn what the XERO01 error means and how to resolve connection issues between New Expensify and Xero. +keywords: XERO01, Xero connection error, unable to complete action to Xero, Expensify Xero integration error, Xero sync issue, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO01 error related to connection issues between Expensify and Xero. Does not cover specific Xero category, tax, or bank account configuration errors. +--- + +# XERO01 Error in Xero Integration + +If you see the error: + +XERO01 Error: Unable to complete action to Xero. Please reach out to Concierge for additional assistance. + +It means there is a connection issue between the Workspace and Xero. + +This error prevents the report or transaction from syncing successfully to Xero. + +--- + +## Why the XERO01 Error Happens in Xero + +The XERO01 error typically indicates a disruption in communication between the Workspace and Xero. + +Common causes include: + +- An expired or disconnected Xero connection. +- Authentication or authorization issues. +- Changes to Xero organization permissions. +- Temporary service interruptions in Xero. + +Because this error relates to the integration connection, it cannot be resolved by editing the report itself. + +This is a connection issue, not a category or tax configuration issue. + +--- + +# How to Fix the XERO01 Error + +Follow the steps below to confirm the connection and retry the export. + +--- + +## Confirm the Xero Connection in the Workspace + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Review the Xero connection status. +5. If prompted, reconnect or reauthorize the Xero integration. +6. Click **Save**. +7. Click **Sync Now**. + +After reconnecting, retry the export. + +--- + +## Contact Concierge if the Error Persists + +If the error continues after reconnecting: + +On web: +1. Go to the navigation tabs on the left. +2. Click **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +Include: + +- The full error message. +- The report name or ID. +- The date and time the export was attempted. + +Concierge will review the connection and help restore the integration. + +--- + +# FAQ + +## Should I Retry the Export Before Contacting Concierge? + +Yes. You can retry the export in case the issue was temporary. If the error persists, contact Concierge. + +## Does the XERO01 Error Affect All Exports? + +It can. If the Xero connection is disrupted, multiple reports or exports may fail until the connection is restored. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO45-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO45-Sync-Error.md new file mode 100644 index 0000000000000..8cf0a9c8acad5 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO45-Sync-Error.md @@ -0,0 +1,112 @@ +--- +title: XERO45 Sync Error in Xero Integration +description: Learn what the XERO45 sync error means and how to disconnect and reconnect Xero in New Expensify to restore syncing. +keywords: XERO45, Xero invalid authentication token, disconnect Xero New Expensify, reconnect Xero Workspace, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO45 sync error related to expired or invalid authentication tokens and reconnection steps. Does not cover Xero export mapping, tax, or category configuration. +--- + +# XERO45 Sync Error in Xero Integration + +If you see the error: + +XERO45 Sync Error: Unable to sync Xero data due to an invalid authentication token. Please disconnect and reconnect Xero in the Workspace. + +This means the authentication token connecting the Workspace to Xero has expired or is no longer valid. + +Until the connection is refreshed, syncing and exports will fail. + +--- + +## Why the XERO45 Sync Error Happens in Xero + +The XERO45 error typically occurs when: + +- The Xero authentication token has expired. +- The Xero connection was revoked in Xero. +- The connected Xero account credentials were changed. +- The Xero admin user who authorized the connection no longer has access. + +When the token is invalid, the Workspace cannot access Xero data. + +This is a connection issue, not an export mapping issue. + +--- + +# How to Fix the XERO45 Sync Error + +Follow the steps below to disconnect and reconnect the Xero integration. + +--- + +## Save Your Workspace Accounting Configuration + +Before disconnecting: + +On web: +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Review and save your settings under: + - **Export** + - **Coding** + - **Advanced** + +Disconnecting may remove imported options and configuration settings. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Review your accounting configuration settings. + +--- + +## Disconnect Xero From the Workspace + +On web: +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Disconnect from Xero**. +4. Click **Disconnect** to confirm. +5. Refresh the page to confirm the connection is removed. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Disconnect** and confirm. + +--- + +## Reconnect to Xero in the Workspace + +1. In **Settings > Workspaces > [Workspace Name] > Accounting**, click **Connect to Xero**. +2. Log in using the appropriate Xero admin credentials. +3. Select the correct Xero organization. +4. Complete the authorization flow. +5. Click **Save** if prompted. + +--- + +## Run Sync + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon. +3. Click **Sync now**. + +If the connection is successfully restored, syncing and exports should complete normally. + +--- + +# FAQ + +## Do I Need Xero Admin Access to Reconnect? + +Yes. You must use a Xero account with admin permissions for the connected organization. + +## Will Disconnecting Remove My Configuration? + +It may remove imported options and accounting settings. Save your configuration before disconnecting so you can reapply any custom settings if needed. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO84-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO84-Sync-Error.md new file mode 100644 index 0000000000000..55ff2ed8499db --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Connection-errors/XERO84-Sync-Error.md @@ -0,0 +1,83 @@ +--- +title: XERO84 Sync Error in Xero Integration +description: Learn what the XERO84 sync error means and how to select the correct Xero organization for your Workspace in New Expensify. +keywords: XERO84, Xero organization not selected, select Xero company Expensify, Xero sync error organization, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO84 sync error related to missing Xero organization selection. Does not cover authentication token, connection expiration, or export mapping issues. +--- + +# XERO84 Sync Error in Xero Integration + +If you see the error: + +XERO84 Sync Error: There was a problem syncing Xero data. Please select which Xero organization or company this Workspace should sync with. + +This means no Xero organization is selected in your Workspace settings. + +Until an organization is selected, the Workspace cannot sync data with Xero. + +--- + +## Why the XERO84 Sync Error Happens in Xero + +The XERO84 error typically occurs when: + +- The Workspace is connected to Xero. +- No specific **Xero organization** has been selected in the Workspace configuration. +- The organization selection was cleared or not completed during setup. + +Without selecting an organization, the Workspace does not know which Xero company to sync with. + +This is a configuration issue, not an authentication token or export mapping issue. + +--- + +# How to Fix the XERO84 Sync Error + +Follow the steps below to select the correct Xero organization and retry the sync. + +--- + +## Select the Xero Organization in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click **Export**. +5. At the top of the page, select the correct **Xero organization** from the dropdown. +6. Click **Save**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap **Export**. +6. Select the appropriate **Xero organization**. +7. Tap **Save**. + +--- + +## Run Sync + +After saving: + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Sync now**. + +If the correct organization is selected, the sync should complete successfully. + +--- + +# FAQ + +## Why Don’t I See My Xero Organization in the Dropdown? + +Make sure you are logged in with a Xero account that has access to the organization. If needed, disconnect and reconnect using the correct Xero admin account. + +## Do I Need Xero Admin Access to Select the Organization? + +Yes. The connected Xero account must have access to the organization you want to sync with. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO01-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO01-Error.md new file mode 100644 index 0000000000000..83fbd0c747224 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO01-Error.md @@ -0,0 +1,89 @@ +--- +title: XERO01 Error in Xero Integration +description: Learn what the XERO01 error means and how to resolve connection issues between New Expensify and Xero. +keywords: XERO01, Xero connection error, unable to complete action to Xero, Expensify Xero integration error, Xero sync issue, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO01 error related to connection issues between Expensify and Xero. Does not cover specific Xero category, tax, or bank account configuration errors. +--- + +# XERO01 Error in Xero Integration + +If you see the error: + +XERO01 Error: Unable to complete action to Xero. Please reach out to Concierge for additional assistance. + +It means there is a connection issue between the Workspace and Xero. + +This error prevents the report or transaction from syncing successfully to Xero. + +--- + +## Why the XERO01 Error Happens in Xero + +The XERO01 error typically indicates a disruption in communication between the Workspace and Xero. + +Common causes include: + +- An expired or disconnected Xero connection. +- Authentication or authorization issues. +- Changes to Xero organization permissions. +- Temporary service interruptions in Xero. + +Because this error relates to the integration connection, it cannot be resolved by editing the report itself. + +This is a connection issue, not a category or tax configuration issue. + +--- + +# How to Fix the XERO01 Error + +Follow the steps below to confirm the connection and retry the export. + +--- + +## Confirm the Xero Connection in the Workspace + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Review the Xero connection status. +5. If prompted, reconnect or reauthorize the Xero integration. +6. Click **Save**. +7. Click **Sync Now**. + +After reconnecting, retry the export. + +--- + +## Contact Concierge if the Error Persists + +If the error continues after reconnecting: + +On web: +1. Go to the navigation tabs on the left. +2. Click **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +Include: + +- The full error message. +- The report name or ID. +- The date and time the export was attempted. + +Concierge will review the connection and help restore the integration. + +--- + +# FAQ + +## Should I Retry the Export Before Contacting Concierge? + +Yes. You can retry the export in case the issue was temporary. If the error persists, contact Concierge. + +## Does the XERO01 Error Affect All Exports? + +It can. If the Xero connection is disrupted, multiple reports or exports may fail until the connection is restored. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO08-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO08-Export-Error.md new file mode 100644 index 0000000000000..41a71451890c2 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO08-Export-Error.md @@ -0,0 +1,89 @@ +--- +title: XERO08 Export Error in Xero Integration +description: Learn what the XERO08 export error means and how to resolve Xero’s 10MB PDF attachment size limit in New Expensify. +keywords: XERO08, Xero PDF too large, report exceeds 10MB Xero, Xero attachment size limit, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO08 export error related to Xero’s 10MB PDF attachment limit. Does not cover category, tax, or authentication issues. +--- + +# XERO08 Export Error in Xero Integration + +If you see the error: + +XERO08 Export Error: PDF of report is too large to export (>10MB). Please reach out to Concierge for additional assistance. + +This means the generated report PDF exceeds Xero’s 10MB attachment size limit. + +Xero does not allow attachments larger than 10MB. + +--- + +## Why the XERO08 Export Error Happens in Xero + +The XERO08 error typically occurs when: + +- The report PDF generated by the Workspace is larger than **10MB**. +- Xero rejects the attachment during export. +- The report contains multiple large or high-resolution receipt images. + +Large PDFs are commonly caused by: + +- High-resolution receipt photos. +- A large number of attachments on a single report. +- Scanned documents saved at high file sizes. +- Duplicate or unnecessary attachments. + +This is a file size limitation in Xero, not a connection or configuration issue. + +--- + +# How to Fix the XERO08 Export Error + +Follow the steps below to reduce the PDF size or request assistance. + +--- + +## Remove Large or Unnecessary Attachments From the Report + +1. Open the report that failed to export. +2. Review the attached receipts and documents. +3. Remove any duplicate or unnecessary attachments. +4. Replace very large images with lower-resolution versions if available. +5. Click **Save**. +6. Retry exporting to Xero. + +Reducing the total attachment size may bring the PDF under Xero’s 10MB limit. + +--- + +## Contact Concierge if the Error Persists + +If the report still exceeds 10MB after reviewing attachments: + +On web: +1. Go to the navigation tabs on the left. +2. Click **Concierge**. +3. Start a new message and reference the **XERO08 Export Error**. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Concierge**. +3. Start a new message and reference the **XERO08 Export Error**. + +Include: + +- The report name or ID. +- Confirmation that the PDF exceeds 10MB. + +Concierge can review the report and help determine the best way to successfully export it to Xero. + +--- + +# FAQ + +## Can I Reduce the PDF Size Myself? + +Yes. Removing unnecessary attachments or replacing large images with smaller files may reduce the total PDF size below 10MB. + +## Does the XERO08 Error Affect Other Reports? + +No. Only reports with PDFs larger than 10MB will fail. Smaller reports will export normally. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO14-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO14-Export-Error.md new file mode 100644 index 0000000000000..a515969469cda --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO14-Export-Error.md @@ -0,0 +1,105 @@ +--- +title: XERO14 Export Error in Xero Integration +description: Learn what the XERO14 export error means and how to assign customers to billable expenses before exporting to Xero in New Expensify. +keywords: XERO14, Xero billable expense requires customer, billable expenses no customer Xero, Expensify Xero export error, associate customer billable expense, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO14 export error related to missing customer assignments on billable expenses. Does not cover authentication or chart of accounts configuration issues. +--- + +# XERO14 Export Error in Xero Integration + +If you see the error: + +XERO14 Export Error: Billable expenses require a customer. Please associate a customer on all billable transactions before exporting to Xero. + +This means one or more expenses are marked as **Billable** but do not have an associated customer. + +Xero requires all billable expenses to be linked to a customer before export. + +--- + +## Why the XERO14 Export Error Happens in Xero + +The XERO14 error typically occurs when: + +- An expense is marked as **Billable**. +- No **customer** is assigned to that expense. +- The export attempts to create a billable transaction in Xero. + +In Xero, billable transactions must be associated with a valid Contact (customer). If a customer is missing, the export will fail. + +This is a billable expense configuration issue, not a connection issue. + +--- + +# How to Fix the XERO14 Export Error + +Follow the steps below to assign customers to billable expenses and retry the export. + +--- + +## Enable Billable Expenses in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click **Coding**. +5. Enable **Billable expenses**. +6. Click **Save**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap **Coding**. +6. Enable **Billable expenses**. +7. Tap **Save**. + +--- + +## Assign a Customer to Each Billable Expense + +1. Open the report that failed to export. +2. Review each expense marked as **Billable**. +3. Select a valid **customer** for each billable expense. +4. Click **Save**. + +Every billable expense must have a customer before exporting to Xero. + +--- + +## Confirm the Customer Exists in Xero + +If the customer does not appear in the dropdown: + +1. Log in to Xero. +2. Confirm the Contact exists. +3. Ensure the Contact is active. + +If needed, create the Contact in Xero and then run **Sync now** in the Workspace to import updated customer data. + +--- + +## Run Sync and Retry the Export + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Sync now**. +4. Return to the report and retry exporting to Xero. + +If all billable expenses have customers assigned, the export should complete successfully. + +--- + +# FAQ + +## Can I Export Billable Expenses Without a Customer? + +No. Xero requires a customer to be associated with all billable expenses. + +## Do I Need Xero Admin Access to Fix This Error? + +You may need appropriate permissions in Xero to create or manage Contacts if the required customer does not already exist. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO27-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO27-Export-Error.md new file mode 100644 index 0000000000000..7d2891e6b555c --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO27-Export-Error.md @@ -0,0 +1,107 @@ +--- +title: XERO27 Export Error in Xero Integration +description: Learn what the XERO27 export error means and how to restore or replace inactive expense categories in Xero before exporting from New Expensify. +keywords: XERO27, Xero category not found, Xero chart of accounts inactive, expense category deleted Xero, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO27 export error related to inactive or deleted expense categories in Xero. Does not cover authentication or organization selection issues. +--- + +# XERO27 Export Error in Xero Integration + +If you see the error: + +XERO27 Export Error: Category not found. The category may be deleted or inactive in Xero so please select new category. + +This means the expense category used on the report no longer exists or is inactive in Xero. + +Xero must have an active expense account in its Chart of Accounts for the export to succeed. + +--- + +## Why the XERO27 Export Error Happens in Xero + +The XERO27 error typically occurs when: + +- An expense in the Workspace is categorized under an account that no longer exists in Xero. +- The account has been marked as inactive in Xero’s Chart of Accounts. +- The account is not configured as an **Expense** type. +- The account is not enabled for expense claims in Xero. + +If the category is missing or inactive, Xero rejects the export. + +This is a category configuration issue in Xero, not a connection issue. + +--- + +# How to Fix the XERO27 Export Error + +Follow the steps below to restore or replace the affected category. + +--- + +## Confirm the Expense Account in Xero + +1. Log in to Xero with appropriate permissions. +2. Go to **Settings > Chart of Accounts**. +3. Locate the expense account referenced in the report. +4. Confirm the account: + - Exists. + - Is active. + - Is set to **Expense** type. + - Has **Show in Expense Claims** enabled. +5. Click **Save** if you make changes. + +If the account was deleted or cannot be reactivated, create a new expense account with the correct configuration. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +This refreshes the imported categories from Xero. + +--- + +## Update the Category on the Report + +1. Open the report that failed to export. +2. Look for expenses marked with a red violation. +3. Edit each affected expense. +4. Select a valid, active category. +5. Click **Save**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If all expenses are mapped to active expense accounts, the export should complete successfully. + +--- + +# FAQ + +## Does the XERO27 Export Error Affect Only One Category? + +Yes. It affects only expenses tied to inactive or deleted categories. + +## Do I Need Xero Admin Access to Fix the XERO27 Error? + +Yes. Updating or creating expense accounts in Xero requires appropriate permissions. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO31-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO31-Export-Error.md new file mode 100644 index 0000000000000..0eceedba09e2f --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO31-Export-Error.md @@ -0,0 +1,82 @@ +--- +title: XERO31 Export Error in Xero Integration +description: Learn what the XERO31 export error means and how to remove and redo the payment in Xero before re-exporting from New Expensify. +keywords: XERO31, Xero expense already paid, re-export reimbursable expense Xero, remove and redo payment Xero, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO31 export error related to re-exporting reimbursable expenses already marked as paid in Xero. Does not cover category, authentication, or organization selection errors. +--- + +# XERO31 Export Error in Xero Integration + +If you see the error: + +XERO31 Export Error: This expense has already been marked as paid in Xero, so it can’t be updated. + +This means the report was previously exported and marked as **Paid** in Xero. + +Xero does not allow updates to bills that are already marked as paid. + +--- + +## Why the XERO31 Export Error Happens in Xero + +The XERO31 error typically occurs when: + +- A reimbursable expense report has already been exported to Xero. +- The bill has been marked as **Paid** in Xero. +- You attempt to re-export or update the report. + +Because the bill is already paid, Xero blocks modifications to the transaction. + +This is a payment status restriction in Xero, not a connection issue. + +--- + +# How to Fix the XERO31 Export Error + +Follow the steps below to remove the payment in Xero and retry the export. + +--- + +## Remove and Redo the Payment in Xero + +1. Log in to Xero with appropriate permissions. +2. Go to **Business > Bills to Pay**. +3. Select the **Paid** tab. +4. Locate and open the bill associated with the report. +5. Click the blue **Payment** link. +6. Click **Options > Remove and Redo**. + +Do not void the bill. Use **Remove and Redo** to remove the payment while keeping the bill active. + +--- + +## Retry the Export in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Open the affected report. +4. Retry exporting the report to Xero. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Open the affected report. +5. Retry exporting to Xero. + +The new export will update the existing bill in Xero while retaining the same report ID. + +--- + +# FAQ + +## Should I Void the Bill Instead of Removing the Payment? + +No. Voiding the bill will prevent it from being updated or re-exported. Always use **Remove and Redo**. + +## Will the New Export Create a Duplicate Bill? + +No. Removing and redoing the payment allows the export to update the existing bill rather than creating a duplicate. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO33-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO33-Export-Error.md new file mode 100644 index 0000000000000..c5bc83fe779c1 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO33-Export-Error.md @@ -0,0 +1,91 @@ +--- +title: XERO33 Export Error in Xero Integration +description: Learn what the XERO33 export error means and how to update the year-end lock date in Xero before exporting from New Expensify. +keywords: XERO33, Xero year-end lock date, report before lock date Xero, financial settings lock dates Xero, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO33 export error related to Xero lock dates. Does not cover authentication or category configuration issues. +--- + +# XERO33 Export Error in Xero Integration + +If you see the error: + +XERO33 Export Error: The report can’t be exported because it’s dated before the year-end lock date. Please update the year-end lock date in Xero and attempt to export again. + +This means the report date or expense date falls before the financial lock date set in Xero. + +Xero prevents new transactions from being posted before the configured lock date. + +--- + +## Why the XERO33 Export Error Happens in Xero + +The XERO33 error typically occurs when: + +- The report date or expense date is earlier than the **Lock Date** set in Xero. +- Xero is configured to prevent transactions before that date. +- The export attempts to create a transaction in a locked financial period. + +If the transaction date falls within a locked period, Xero blocks the export. + +This is a financial lock setting issue in Xero, not a connection issue. + +--- + +# How to Fix the XERO33 Export Error + +Follow the steps below to update the lock date or adjust the report date. + +--- + +## Update the Lock Date in Xero + +1. Log in to Xero with appropriate admin permissions. +2. Go to **Accounting > Advanced > Financial Settings**. +3. Scroll to the **Lock Dates** section. +4. Review the current lock date. +5. Remove or adjust the lock date as needed. +6. Click **Save**. + +Only modify the lock date if it aligns with your company’s accounting policies. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If the transaction date falls within an open period, the export should complete successfully. + +--- + +# FAQ + +## Can I Change the Report Date Instead of Removing the Lock Date? + +Yes. If appropriate, you can update the report or expense date so it falls within an open financial period instead of modifying Xero’s lock date. + +## Do I Need Xero Admin Access to Fix the XERO33 Error? + +Yes. Updating financial lock dates in Xero requires appropriate admin permissions. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO44-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO44-Export-Error.md new file mode 100644 index 0000000000000..2c802de0a4c05 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO44-Export-Error.md @@ -0,0 +1,81 @@ +--- +title: XERO44 Export Error in Xero Integration +description: Learn what the XERO44 export error means and how to handle invoices that were previously voided in Xero before attempting to re-export from New Expensify. +keywords: XERO44, Xero invoice status cannot be modified, voided invoice Xero, re-export invoice Xero, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO44 export error related to previously voided invoices in Xero. Does not cover bill exports or authentication issues. +--- + +# XERO44 Export Error in Xero Integration + +If you see the error: + +XERO44 Export Error: Invoice status in Xero cannot be modified. This invoice was previously exported and then voided in Xero. Voided invoices can’t be updated or re-exported. + +This means the invoice was exported once and later marked as **Voided** in Xero. + +Xero does not allow voided invoices to be reopened, edited, or re-exported. + +--- + +## Why the XERO44 Export Error Happens in Xero + +The XERO44 error typically occurs when: + +- An invoice was previously exported from the Workspace to Xero. +- The invoice was marked as **Voided** in Xero. +- A re-export or update is attempted from the Workspace. + +Once an invoice is voided in Xero, it is permanently locked and cannot be modified. + +This is a document status restriction in Xero, not a connection issue. + +--- + +# How to Fix the XERO44 Export Error + +Because Xero does not allow voided invoices to be updated or unvoided, you must either recreate the invoice in the Workspace or manually recreate it in Xero. + +--- + +## Recreate the Invoice in the Workspace + +If the invoice status in the Workspace is: + +- **Approved** +- **Done** +- **Paid** (but not reimbursed via ACH) + +You can recreate it: + +1. Open the invoice. +2. Click **Unapprove** or **Retract**. +3. Move the expenses to a new invoice. +4. Submit the new invoice. +5. Retry exporting to Xero. + +If the invoice is listed as **Paid: Confirmed**, it cannot be reopened. In that case, proceed to manually recreate it in Xero. + +--- + +## Manually Recreate the Invoice in Xero + +If the invoice cannot be reopened in the Workspace: + +1. Log in to Xero. +2. Create a new invoice manually. +3. Enter the required invoice details to match the original transaction. +4. Save the invoice. + +Because the original invoice was voided, it cannot be replaced through re-export. + +--- + +# FAQ + +## Can a Voided Invoice Be Unvoided in Xero? + +No. Xero permanently locks voided invoices and does not allow them to be restored. + +## Will Re-Exporting Create a Duplicate Invoice? + +No. Xero blocks re-exporting to prevent duplicates when an invoice has already been voided. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO52-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO52-Export-Error.md new file mode 100644 index 0000000000000..94754905b03ca --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO52-Export-Error.md @@ -0,0 +1,106 @@ +--- +title: XERO52 Export Error in Xero Integration +description: Learn what the XERO52 export error means and how to ensure all expenses are categorized with valid Xero accounts before exporting from New Expensify. +keywords: XERO52, Xero account not selected, expense not categorized Xero, chart of accounts sync error, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO52 export error related to missing or invalid Xero expense account categories. Does not cover authentication or organization selection issues. +--- + +# XERO52 Export Error in Xero Integration + +If you see the error: + +XERO52 Export Error: All expenses must have a Xero account selected as the category. + +This means one or more expenses on the report are not categorized with a valid Xero expense account. + +Every expense must be assigned to an active Xero account before export. + +--- + +## Why the XERO52 Export Error Happens in Xero + +The XERO52 error typically occurs when: + +- An expense is not categorized in the Workspace. +- The selected category no longer exists in Xero. +- The category is inactive in Xero’s Chart of Accounts. +- The account is not enabled for expense claims in Xero. + +If the category is missing or invalid, Xero blocks the export. + +This is a category configuration issue, not a connection issue. + +--- + +# How to Fix the XERO52 Export Error + +Follow the steps below to confirm accounts and update affected expenses. + +--- + +## Confirm Expense Accounts in Xero + +1. Log in to Xero with appropriate permissions. +2. Go to **Settings > Chart of Accounts**. +3. Confirm that all expense accounts used in the Workspace: + - Exist. + - Are active. + - Are set to **Expense** type. + - Have **Show in Expense Claims** enabled. +4. Click **Save** if you make changes. + +If an account is missing, create a new expense account with the correct configuration. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +This refreshes the imported categories from Xero. + +--- + +## Categorize or Recategorize the Expenses + +1. Open the report that failed to export. +2. Look for expenses flagged with a red violation. +3. Edit each affected expense. +4. Select a valid, active Xero account as the category. +5. Click **Save**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If all expenses have valid Xero categories, the export should complete successfully. + +--- + +# FAQ + +## Does the XERO52 Error Affect Only One Expense? + +It can affect one or multiple expenses. All expenses on the report must have valid Xero categories. + +## Do I Need Xero Admin Access to Fix the XERO52 Error? + +Yes. Updating or creating accounts in Xero requires appropriate permissions. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO56-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO56-Export-Error.md new file mode 100644 index 0000000000000..8720b35ac9587 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO56-Export-Error.md @@ -0,0 +1,98 @@ +--- +title: XERO56 Export Error in Xero Integration +description: Learn what the XERO56 export error means and how to resolve Xero contact syncing issues in New Expensify. +keywords: XERO56, Xero contacts not loading, unable to load Xero contacts, Xero contact list too large, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO56 export error related to syncing Xero contacts. Does not cover authentication or category configuration issues. +--- + +# XERO56 Export Error in Xero Integration + +If you see the error: + +XERO56 Export Error: Unable to load Xero contacts. + +This means the Workspace cannot retrieve the contact list from Xero. + +Without access to contacts, exports that require customers or vendors may fail. + +--- + +## Why the XERO56 Export Error Happens in Xero + +The XERO56 error typically occurs when: + +- The Xero contacts list fails to sync. +- The Xero contact list is very large. +- The connection is unable to return all contact records during sync. +- There is a temporary communication issue with Xero. + +Large contact lists, especially those near or over **10,000 contacts**, can prevent the Workspace from successfully loading all contacts. + +This is a contact sync issue, not a category configuration issue. + +--- + +# How to Fix the XERO56 Export Error + +Follow the steps below to refresh the connection and review your contact list. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +After syncing, retry exporting the report. + +--- + +## Review the Xero Contact List Size + +If the error continues: + +1. Log in to Xero with appropriate permissions. +2. Go to **Contacts**. +3. Review the total number of contacts. + +If the contact list is near or exceeds **10,000 contacts**: + +- Archive or remove old and inactive contacts that are no longer needed. +- Reduce the total number of active contacts. + +After cleaning up contacts, return to the Workspace and run **Sync now** again. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If the contact list sync completes successfully, the export should proceed normally. + +--- + +# FAQ + +## Does the XERO56 Error Affect All Exports? + +It affects exports that require access to Xero contacts, such as billable expenses or vendor-related transactions. + +## Do I Need Xero Admin Access to Fix the XERO56 Error? + +Yes. Managing, archiving, or removing contacts in Xero requires appropriate permissions. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO68-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO68-Export-Error.md new file mode 100644 index 0000000000000..8493e994de366 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO68-Export-Error.md @@ -0,0 +1,90 @@ +--- +title: XERO68 Export Error in Xero Integration +description: Learn what the XERO68 export error means and how to enable additional currencies in Xero before exporting from New Expensify. +keywords: XERO68, Xero currency not enabled, add currency Xero, multi-currency Xero setup, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO68 export error related to missing or disabled currencies in Xero. Does not cover authentication or chart of accounts issues. +--- + +# XERO68 Export Error in Xero Integration + +If you see the error: + +XERO68 Export Error: Currency not set up or enabled in Xero. Please add the currency in Xero, and try exporting again. + +This means the report currency used in the Workspace is not enabled in Xero. + +Xero must have the currency added before transactions can be exported. + +--- + +## Why the XERO68 Export Error Happens in Xero + +The XERO68 error typically occurs when: + +- An expense or report uses a currency that has not been added in Xero. +- Multi-currency is not enabled in the Xero organization. +- Xero does not recognize the currency during export. + +If the currency is not enabled, Xero blocks the transaction. + +This is a currency configuration issue in Xero, not a connection issue. + +--- + +# How to Fix the XERO68 Export Error + +Follow the steps below to enable the required currency and retry the export. + +--- + +## Add the Currency in Xero + +1. Log in to Xero with appropriate admin permissions. +2. Go to **Settings > General Settings > Currencies**. +3. Click **Add Currency**. +4. Select the required currency. +5. Click **Save**. + +Note: Enabling additional currencies requires a Xero subscription plan that supports multi-currency. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If the currency is enabled in Xero, the export should complete successfully. + +--- + +# FAQ + +## Does the XERO68 Error Affect Only Certain Reports? + +Yes. It affects reports that use a currency not yet enabled in Xero. + +## Do I Need Xero Admin Access to Add Currencies? + +Yes. Enabling additional currencies in Xero requires appropriate admin permissions and a subscription plan that supports multi-currency. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO76-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO76-Export-Error.md new file mode 100644 index 0000000000000..33920f89613b7 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO76-Export-Error.md @@ -0,0 +1,81 @@ +--- +title: XERO76 Export Error in Xero Integration +description: Learn what the XERO76 export error means and how to handle reports that were previously voided in Xero before re-exporting from New Expensify. +keywords: XERO76, Xero voided bill cannot be updated, report voided in Xero, re-export voided bill Xero, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO76 export error related to previously voided bills in Xero. Does not cover category, authentication, or organization selection issues. +--- + +# XERO76 Export Error in Xero Integration + +If you see the error: + +XERO76 Export Error: This report was previously exported and then voided in Xero. Voided bills can’t be updated or re-exported. + +This means the report was exported to Xero and later marked as **Voided**. + +Xero does not allow voided bills to be reopened, edited, or re-exported. + +--- + +## Why the XERO76 Export Error Happens in Xero + +The XERO76 error typically occurs when: + +- A report was successfully exported from the Workspace to Xero. +- The bill was marked as **Voided** in Xero. +- A re-export or update is attempted. + +Once voided, the bill is permanently locked in Xero and cannot be modified. + +This is a document status restriction in Xero, not a connection issue. + +--- + +# How to Fix the XERO76 Export Error + +Because Xero does not allow voided bills to be updated or unvoided, you must recreate the report or manually recreate the bill in Xero. + +--- + +## Recreate the Report in the Workspace + +If the report status in the Workspace is: + +- **Approved** +- **Done** +- **Paid** (not reimbursed via ACH) + +You can recreate it: + +1. Open the report. +2. Click **Unapprove** or **Retract**. +3. Move the expenses to a new report. +4. Submit the new report. +5. Retry exporting to Xero. + +If the report is listed as **Paid: Confirmed**, it cannot be reopened. In that case, manually recreate the bill in Xero. + +--- + +## Manually Recreate the Bill in Xero + +If the report cannot be reopened in the Workspace: + +1. Log in to Xero with appropriate permissions. +2. Create a new bill manually. +3. Enter the required details to match the original transaction. +4. Save the bill. + +Because the original bill was voided, it cannot be replaced through re-export. + +--- + +# FAQ + +## Can a Voided Bill Be Unvoided in Xero? + +No. Xero permanently locks voided bills and does not allow them to be restored. + +## Will Creating a New Report Cause Duplicates? + +No. Since the original bill was voided, creating and exporting a new report will generate a new bill in Xero. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO78-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO78-Export-Error.md new file mode 100644 index 0000000000000..284fe87d5500d --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO78-Export-Error.md @@ -0,0 +1,121 @@ +--- +title: XERO78 Export Error in Xero Integration +description: Learn what the XERO78 export error means and how to resolve invalid or inactive categories and tracking tags in Xero before exporting from New Expensify. +keywords: XERO78, Xero invalid category, Xero invalid tag, category inactive Xero, tracking category inactive Xero, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO78 export error related to inactive or deleted categories and tracking tags in Xero. Does not cover authentication or currency configuration issues. +--- + +# XERO78 Export Error in Xero Integration + +If you see the error: + +XERO78 Export Error: Expense [merchant name] has an invalid category or tag. Please confirm the selected category or tag is active within Xero. + +This means the category or tracking tag selected in the Workspace is no longer valid in Xero. + +Xero must have active categories and tracking options for exports to succeed. + +--- + +## Why the XERO78 Export Error Happens in Xero + +The XERO78 error typically occurs when: + +- The selected expense category has been deleted or made inactive in Xero. +- A tracking category or tracking option (tag) has been deleted or made inactive. +- The account is not enabled for expense claims in Xero. +- The Workspace has not synced after changes were made in Xero. + +If Xero cannot recognize the selected category or tag, it blocks the export. + +This is a category or tracking configuration issue in Xero, not a connection issue. + +--- + +# How to Fix the XERO78 Export Error + +Follow the steps below to confirm the category or tag is active and properly synced. + +--- + +## Confirm the Expense Account in Xero + +1. Log in to Xero with appropriate permissions. +2. Go to **Settings > Chart of Accounts**. +3. Locate the expense account used on the report. +4. Confirm the account: + - Exists. + - Is active. + - Is set to **Expense** type. + - Has **Show in Expense Claims** enabled. +5. Click **Save** if you make changes. + +If the account was deleted, create a new expense account and use that category instead. + +--- + +## Confirm the Tracking Category or Tag in Xero + +If the error relates to a tracking tag: + +1. Go to **Settings > Tracking Categories**. +2. Locate the tracking category. +3. Confirm the tracking option (tag): + - Exists. + - Is active. +4. Reactivate the option if necessary or create a new valid option. +5. Click **Save**. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +This refreshes categories and tracking options from Xero. + +--- + +## Recategorize or Retag the Expense + +1. Open the report that failed to export. +2. Locate expenses marked with a red violation. +3. Edit each affected expense. +4. Select a valid, active category or tracking tag. +5. Click **Save**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If all categories and tags are valid and active, the export should complete successfully. + +--- + +# FAQ + +## Does the XERO78 Error Affect Only One Expense? + +It can affect one or multiple expenses depending on how many use inactive categories or tags. + +## Do I Need Xero Admin Access to Fix the XERO78 Error? + +Yes. Updating or reactivating categories and tracking options in Xero requires appropriate permissions. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO83-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO83-Export-Error.md new file mode 100644 index 0000000000000..094c7d75f2e2b --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO83-Export-Error.md @@ -0,0 +1,100 @@ +--- +title: XERO83 Export Error in Xero Integration +description: Learn what the XERO83 export error means and how to resolve invalid character issues when exporting to Xero from New Expensify. +keywords: XERO83, Xero XML invalid character, export invalid character Xero, special characters Xero export error, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO83 export error related to invalid characters in exported data. Does not cover category or authentication issues. +--- + +# XERO83 Export Error in Xero Integration + +If you see the error: + +XERO83 Export Error: XML post data has an invalid character. Please reach out to Concierge for additional assistance. + +This means the export contains a character that Xero cannot process. + +Xero rejects XML data that includes unsupported or invalid characters. + +--- + +## Why the XERO83 Export Error Happens in Xero + +The XERO83 error typically occurs when: + +- A field in the report contains an unsupported special character. +- Xero cannot process the character during export. +- Hidden or copied formatting characters are included in the data. + +Common sources include: + +- Merchant names. +- Expense descriptions. +- Tags or tracking categories. +- Comments or notes. + +Examples of problematic characters may include: + +- `&`, `<`, `>`, `*` +- Smart quotes or special punctuation. +- Hidden formatting characters copied from emails or documents. + +Because this error occurs at the XML level, it may not clearly identify which specific field is causing the issue. + +This is a data formatting issue, not a connection issue. + +--- + +# How to Fix the XERO83 Export Error + +Follow the steps below to identify and correct invalid characters. + +--- + +## Review and Clean Up Report Fields + +1. Open the report that failed to export. +2. Review all expenses on the report. +3. Check the following fields for unusual symbols or special characters: + - Merchant name + - Description + - Tags or tracking categories + - Comments +4. Remove or replace special symbols with standard characters. +5. Click **Save**. + +After updating the report, retry exporting to Xero. + +--- + +## Contact Concierge if the Error Persists + +If the export continues to fail: + +On web: +1. Go to the navigation tabs on the left. +2. Click **Concierge**. +3. Start a new message and reference the **XERO83 Export Error**. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Concierge**. +3. Start a new message and reference the **XERO83 Export Error**. + +Include: + +- The report name or ID. +- Confirmation that special characters were reviewed and removed. + +Concierge can review the export data and help identify the exact field causing the issue. + +--- + +# FAQ + +## Can I Try Fixing It Myself? + +Yes. Removing unusual symbols or special characters from merchant names, descriptions, tags, and comments often resolves the issue. + +## Does the XERO83 Error Affect Other Reports? + +Only reports containing unsupported characters will fail. Other reports should export normally. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO87-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO87-Export-Error.md new file mode 100644 index 0000000000000..440abcc4fac55 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO87-Export-Error.md @@ -0,0 +1,99 @@ +--- +title: XERO87 Export Error in Xero Integration +description: Learn what the XERO87 export error means and how to select a valid Xero bank account for exports in New Expensify. +keywords: XERO87, Xero missing bank account, invalid bank account Xero export, select bank account Expensify, non-reimbursable export bank account, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO87 export error related to missing or invalid bank account selection in Workspace settings. Does not cover authentication or category configuration issues. +--- + +# XERO87 Export Error in Xero Integration + +If you see the error: + +XERO87 Export Error: Missing or invalid bank account. Please confirm an active bank account has been selected in the Expensify configurations before exporting. + +This means the bank account selected in the Workspace is not valid or no longer exists in Xero. + +Xero requires a valid, active bank account for certain export types. + +--- + +## Why the XERO87 Export Error Happens in Xero + +The XERO87 error typically occurs when: + +- The destination bank account selected in the Workspace no longer exists in Xero. +- The bank account has been deleted or made inactive in Xero. +- No bank account has been selected in the Workspace export settings. +- The Workspace has not synced after changes were made in Xero. + +If the bank account cannot be validated in Xero, the export fails. + +This is a bank account configuration issue, not a connection issue. + +--- + +# How to Fix the XERO87 Export Error + +Follow the steps below to select or create a valid bank account and retry the export. + +--- + +## Select a Valid Xero Bank Account in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click **Export**. +5. Under **Non-reimbursable expenses**, select a valid **Xero bank account** from the dropdown. +6. Click **Save**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap **Export**. +6. Select the appropriate **Xero bank account**. +7. Tap **Save**. + +--- + +## Create or Reactivate a Bank Account in Xero + +If no bank account appears in the dropdown: + +1. Log in to Xero with appropriate permissions. +2. Go to **Accounting > Chart of Accounts**. +3. Confirm a valid **Bank** account exists and is active. +4. If needed, create a new **Bank** account. +5. Click **Save**. + +After updating Xero: + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Sync now**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If a valid bank account is selected and synced, the export should complete successfully. + +--- + +# FAQ + +## Does the XERO87 Error Affect Reimbursable Reports? + +It typically affects non-reimbursable exports that require a designated bank account in the export configuration. + +## Do I Need Xero Admin Access to Fix the XERO87 Error? + +Yes. Creating, activating, or modifying bank accounts in Xero requires appropriate permissions. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO93-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO93-Export-Error.md new file mode 100644 index 0000000000000..ecbe2e273fb4f --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO93-Export-Error.md @@ -0,0 +1,112 @@ +--- +title: XERO93 Export Error in Xero Integration +description: Learn what the XERO93 export error means and how to ensure expense categories are active and properly configured in Xero before exporting from New Expensify. +keywords: XERO93, Xero invalid expense category, expense type not set Xero, show in expense claims Xero, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO93 export error related to inactive or improperly configured expense categories in Xero. Does not cover authentication or organization selection issues. +--- + +# XERO93 Export Error in Xero Integration + +If you see the error: + +XERO93 Export Error: Expense [merchant name] has an invalid category. Please confirm the selected category is active, listed as an “Expense” type, and has “Show in Expense Claims” checked in Xero. + +This means the selected category in the Workspace is not valid in Xero. + +Xero only allows exports to accounts that are active, configured as **Expense** type, and enabled for expense claims. + +--- + +## Why the XERO93 Export Error Happens in Xero + +The XERO93 error typically occurs when: + +- The expense category no longer exists in Xero. +- The category is inactive in Xero’s Chart of Accounts. +- The account is not set as **Expense** type. +- **Show in Expense Claims** is not enabled. +- The Workspace has not synced after changes were made in Xero. + +If any of these conditions apply, Xero blocks the export. + +This is a category configuration issue in Xero, not a connection issue. + +--- + +# How to Fix the XERO93 Export Error + +Follow the steps below to confirm the category is correctly configured and synced. + +--- + +## Confirm the Expense Category in Xero + +1. Log in to Xero with appropriate permissions. +2. Go to **Settings > Chart of Accounts**. +3. Locate the account referenced in the error. +4. Confirm the account: + - Is active. + - Is set to **Expense** type. + - Has **Show in Expense Claims** enabled. +5. Click **Save** if you make changes. + +If the account does not exist: + +1. Create a new account. +2. Set the account type to **Expense**. +3. Enable **Show in Expense Claims**. +4. Click **Save**. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +This refreshes categories from Xero. + +--- + +## Recategorize the Expense + +1. Open the report that failed to export. +2. Locate expenses marked with a red violation. +3. Edit each affected expense. +4. Select a valid, active category. +5. Click **Save**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If the category is active, configured correctly, and synced, the export should complete successfully. + +--- + +# FAQ + +## Does the XERO93 Error Affect Only One Expense? + +It affects any expense using an invalid or inactive category. + +## Do I Need Xero Admin Access to Fix the XERO93 Error? + +Yes. Updating account settings or creating new accounts in Xero requires appropriate permissions. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO95-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO95-Export-Error.md new file mode 100644 index 0000000000000..3ea3068c3c1e6 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO95-Export-Error.md @@ -0,0 +1,98 @@ +--- +title: XERO95 Export Error in Xero Integration +description: Learn what the XERO95 export error means and how to correct mismatched tax codes and categories in Xero before exporting from New Expensify. +keywords: XERO95, Xero tax type cannot be used with account, invalid tax code category Xero, invoice category expense tax mismatch, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO95 export error related to mismatched tax types and account categories in Xero. Does not cover authentication or chart of accounts sync issues. +--- + +# XERO95 Export Error in Xero Integration + +If you see the error: + +XERO95 Export Error: The TaxType [XXXX] cannot be used with account [YYYY]. Please select a new category and attempt to export again. + +This means the selected tax code is not compatible with the chosen account in Xero. + +This typically happens when an expense tax code is applied to an invoice-related account, or when the account type and tax type do not match. + +--- + +## Why the XERO95 Export Error Happens in Xero + +The XERO95 error typically occurs when: + +- An expense is categorized under an account that is not configured for expense claims. +- A tax code intended for expense accounts is applied to an invoice-related or revenue account. +- The selected account type in Xero does not support the chosen TaxType. +- The account does not have **Show in Expense Claims** enabled. + +In Xero, certain tax types can only be used with specific account types. If there is a mismatch, the export fails. + +This is a tax and account configuration issue, not a connection issue. + +--- + +# How to Fix the XERO95 Export Error + +Follow the steps below to align the tax code and account type. + +--- + +## Review Categories and Tax Codes on the Report + +1. Open the report that failed to export. +2. Review each expense. +3. Identify any expenses using invoice-related, revenue, or incorrect account categories. +4. Check the selected tax code for each expense. + +--- + +## Select a Valid Expense Category + +1. Edit the affected expense. +2. Select a category that: + - Is set to **Expense** type in Xero. + - Has **Show in Expense Claims** enabled. + - Supports the selected tax code. +3. Click **Save**. + +If needed, confirm the account configuration in Xero: + +1. Log in to Xero. +2. Go to **Settings > Chart of Accounts**. +3. Locate the account. +4. Confirm it is set to **Expense** type and enabled for expense claims. +5. Click **Save**. + +--- + +## Run Sync in the Workspace + +If changes were made in Xero: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +--- + +## Retry the Export + +1. Open the report. +2. Retry exporting to Xero. + +If the tax code and account type are compatible, the export should complete successfully. + +--- + +# FAQ + +## Does the XERO95 Error Relate to Tax Settings in Xero? + +Yes. It occurs when a tax type is not valid for the selected account category. + +## Do I Need to Change the Tax Code in Xero? + +Usually, updating the category in the Workspace resolves the issue. If the problem persists, review both the account type and tax configuration in Xero. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO99-Export-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO99-Export-Error.md new file mode 100644 index 0000000000000..df180501dd623 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Export-Errors/XERO99-Export-Error.md @@ -0,0 +1,72 @@ +--- +title: XERO99 Export Error in Xero Integration +description: Learn what the XERO99 export error means and how to resolve Xero subscription plan limits on bill approvals in New Expensify. +keywords: XERO99, Xero invoice approval limit, Xero Early plan bill limit, Xero 5 bills per month limit, upgrade Xero plan, Expensify Xero export error, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO99 export error related to Xero subscription plan limits. Does not cover authentication or category configuration issues. +--- + +# XERO99 Export Error in Xero Integration + +If you see the error: + +XERO99 Export Error: Xero invoice approval limit reached. The “Early” Xero plan allows up to 5 bills per month. Please upgrade your plan or retry after the billing cycle resets. + +This means your Xero subscription plan has reached its monthly bill approval limit. + +The **Early** Xero plan allows only five approved bills per month. + +--- + +## Why the XERO99 Export Error Happens in Xero + +The XERO99 error typically occurs when: + +- Your Xero account is on the **Early** plan. +- You have already approved five bills in the current billing cycle. +- An additional bill is exported from the Workspace. + +Once the monthly limit is reached, Xero blocks additional bill approvals until: + +- The billing cycle resets, or +- The subscription plan is upgraded. + +This is a subscription plan limitation in Xero, not a connection or configuration issue. + +--- + +# How to Fix the XERO99 Export Error + +You can resolve this by upgrading your Xero plan or waiting for the billing cycle to reset. + +--- + +## Upgrade Your Xero Subscription Plan + +1. Log in to Xero with account-level admin permissions. +2. Go to your subscription or billing settings. +3. Upgrade to a plan that allows more bill approvals, such as **Growing** or **Established**. +4. Confirm the upgrade. + +After upgrading, return to the Workspace and retry exporting the report. + +--- + +## Wait for the Billing Cycle to Reset + +If you prefer not to upgrade: + +1. Wait until the next Xero billing cycle begins. +2. Once the monthly limit resets, open the report in the Workspace. +3. Retry exporting to Xero. + +--- + +# FAQ + +## Does the XERO99 Error Affect All Exports? + +It affects bill exports that count toward the monthly approval limit on the **Early** plan. + +## Do I Need Xero Admin Access to Upgrade the Plan? + +Yes. Updating your Xero subscription requires account-level admin permissions in Xero. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO01-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO01-Error.md new file mode 100644 index 0000000000000..83fbd0c747224 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO01-Error.md @@ -0,0 +1,89 @@ +--- +title: XERO01 Error in Xero Integration +description: Learn what the XERO01 error means and how to resolve connection issues between New Expensify and Xero. +keywords: XERO01, Xero connection error, unable to complete action to Xero, Expensify Xero integration error, Xero sync issue, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO01 error related to connection issues between Expensify and Xero. Does not cover specific Xero category, tax, or bank account configuration errors. +--- + +# XERO01 Error in Xero Integration + +If you see the error: + +XERO01 Error: Unable to complete action to Xero. Please reach out to Concierge for additional assistance. + +It means there is a connection issue between the Workspace and Xero. + +This error prevents the report or transaction from syncing successfully to Xero. + +--- + +## Why the XERO01 Error Happens in Xero + +The XERO01 error typically indicates a disruption in communication between the Workspace and Xero. + +Common causes include: + +- An expired or disconnected Xero connection. +- Authentication or authorization issues. +- Changes to Xero organization permissions. +- Temporary service interruptions in Xero. + +Because this error relates to the integration connection, it cannot be resolved by editing the report itself. + +This is a connection issue, not a category or tax configuration issue. + +--- + +# How to Fix the XERO01 Error + +Follow the steps below to confirm the connection and retry the export. + +--- + +## Confirm the Xero Connection in the Workspace + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Review the Xero connection status. +5. If prompted, reconnect or reauthorize the Xero integration. +6. Click **Save**. +7. Click **Sync Now**. + +After reconnecting, retry the export. + +--- + +## Contact Concierge if the Error Persists + +If the error continues after reconnecting: + +On web: +1. Go to the navigation tabs on the left. +2. Click **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Concierge**. +3. Start a new message and reference the **XERO01 Error**. + +Include: + +- The full error message. +- The report name or ID. +- The date and time the export was attempted. + +Concierge will review the connection and help restore the integration. + +--- + +# FAQ + +## Should I Retry the Export Before Contacting Concierge? + +Yes. You can retry the export in case the issue was temporary. If the error persists, contact Concierge. + +## Does the XERO01 Error Affect All Exports? + +It can. If the Xero connection is disrupted, multiple reports or exports may fail until the connection is restored. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO11-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO11-Sync-Error.md new file mode 100644 index 0000000000000..d8a3b931be970 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO11-Sync-Error.md @@ -0,0 +1,86 @@ +--- +title: XERO11 Sync Error in Xero Integration +description: Learn what the XERO11 sync error means and how to reconnect your Xero integration in New Expensify. +keywords: XERO11, Xero connection expired, reconnect Xero New Expensify, Xero sync error, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO11 sync error related to expired Xero credentials and reconnection steps. Does not cover Xero export mapping, tax, or category configuration. +--- + +# XERO11 Sync Error in Xero Integration + +If you see the error: + +XERO11 Sync Error: The connection to Xero has expired. Please follow prompts in the Workspace to reconnect. + +This means the authentication credentials for your Xero connection have expired. + +Until the connection is reauthenticated, syncing and exports to Xero will fail. + +--- + +## Why the XERO11 Sync Error Happens in Xero + +The XERO11 error typically occurs when: + +- The Xero authentication token has expired. +- The Xero connection was revoked in Xero. +- The connected Xero admin user no longer has access. +- Xero requires reauthorization for security reasons. + +Xero requires periodic reauthentication to maintain a secure integration. + +This is a connection issue, not a category or export mapping issue. + +--- + +# How to Reconnect Xero in New Expensify + +Follow the steps below to restore the connection. + +--- + +## Reconnect the Xero Integration in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. +6. When prompted, click **Reconnect**. +7. Log in using the Xero admin credentials originally used to connect the Workspace. +8. Complete the authorization flow. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. +7. When prompted, tap **Reconnect** and complete the authorization flow. + +--- + +## Retry the Sync or Export + +After reconnecting: + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click **Sync now**. +3. Retry exporting the report if needed. + +If the connection was successfully restored, syncing and exports should complete normally. + +--- + +# FAQ + +## Do I Need Xero Admin Access to Reconnect? + +Yes. You must use a Xero account with admin permissions for the connected organization. + +## Will Previously Failed Exports Retry Automatically? + +No. You may need to manually retry exports after the connection has been restored. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO45-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO45-Sync-Error.md new file mode 100644 index 0000000000000..8cf0a9c8acad5 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO45-Sync-Error.md @@ -0,0 +1,112 @@ +--- +title: XERO45 Sync Error in Xero Integration +description: Learn what the XERO45 sync error means and how to disconnect and reconnect Xero in New Expensify to restore syncing. +keywords: XERO45, Xero invalid authentication token, disconnect Xero New Expensify, reconnect Xero Workspace, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO45 sync error related to expired or invalid authentication tokens and reconnection steps. Does not cover Xero export mapping, tax, or category configuration. +--- + +# XERO45 Sync Error in Xero Integration + +If you see the error: + +XERO45 Sync Error: Unable to sync Xero data due to an invalid authentication token. Please disconnect and reconnect Xero in the Workspace. + +This means the authentication token connecting the Workspace to Xero has expired or is no longer valid. + +Until the connection is refreshed, syncing and exports will fail. + +--- + +## Why the XERO45 Sync Error Happens in Xero + +The XERO45 error typically occurs when: + +- The Xero authentication token has expired. +- The Xero connection was revoked in Xero. +- The connected Xero account credentials were changed. +- The Xero admin user who authorized the connection no longer has access. + +When the token is invalid, the Workspace cannot access Xero data. + +This is a connection issue, not an export mapping issue. + +--- + +# How to Fix the XERO45 Sync Error + +Follow the steps below to disconnect and reconnect the Xero integration. + +--- + +## Save Your Workspace Accounting Configuration + +Before disconnecting: + +On web: +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Review and save your settings under: + - **Export** + - **Coding** + - **Advanced** + +Disconnecting may remove imported options and configuration settings. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Review your accounting configuration settings. + +--- + +## Disconnect Xero From the Workspace + +On web: +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Disconnect from Xero**. +4. Click **Disconnect** to confirm. +5. Refresh the page to confirm the connection is removed. + +On mobile: +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Disconnect** and confirm. + +--- + +## Reconnect to Xero in the Workspace + +1. In **Settings > Workspaces > [Workspace Name] > Accounting**, click **Connect to Xero**. +2. Log in using the appropriate Xero admin credentials. +3. Select the correct Xero organization. +4. Complete the authorization flow. +5. Click **Save** if prompted. + +--- + +## Run Sync + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon. +3. Click **Sync now**. + +If the connection is successfully restored, syncing and exports should complete normally. + +--- + +# FAQ + +## Do I Need Xero Admin Access to Reconnect? + +Yes. You must use a Xero account with admin permissions for the connected organization. + +## Will Disconnecting Remove My Configuration? + +It may remove imported options and accounting settings. Save your configuration before disconnecting so you can reapply any custom settings if needed. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO73-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO73-Sync-Error.md new file mode 100644 index 0000000000000..9f9710a627cfc --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO73-Sync-Error.md @@ -0,0 +1,91 @@ +--- +title: XERO73 Sync Error in Xero Integration +description: Learn what the XERO73 sync error means and how to configure Expense accounts correctly in Xero before syncing with New Expensify. +keywords: XERO73, Xero chart of accounts error, show in expense claims Xero, expense type accounts Xero, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO73 sync error related to chart of accounts configuration in Xero. Does not cover authentication token or organization selection issues. +--- + +# XERO73 Sync Error in Xero Integration + +If you see the error: + +XERO73 Sync Error: Could not retrieve Xero chart of accounts. Please make sure the accounts in Xero are set to “Expense” type and have “Show in Expense Claims” enabled. + +This means the Workspace cannot access valid expense accounts in Xero. + +As a result, categories cannot sync properly. + +--- + +## Why the XERO73 Sync Error Happens in Xero + +The XERO73 error typically occurs when: + +- Accounts in Xero are not set to **Expense** type. +- The **Show in Expense Claims** option is not enabled. +- No eligible expense accounts are available to import. +- Changes were made in Xero but the Workspace has not been synced. + +The Workspace only imports accounts that are configured for expense claims in Xero. + +This is a chart of accounts configuration issue, not a connection issue. + +--- + +# How to Fix the XERO73 Sync Error + +Follow the steps below to update account settings and retry the sync. + +--- + +## Update Expense Account Settings in Xero + +1. Log in to Xero with appropriate permissions. +2. Go to **Accounting > Chart of Accounts**. +3. Locate the accounts you want to use for expenses. +4. Confirm each account: + - Is set to **Expense** type. + - Has **Show in Expense Claims** enabled. +5. Click **Save** if you make changes. + +If no suitable accounts exist: + +1. Create a new account. +2. Set the account type to **Expense**. +3. Enable **Show in Expense Claims**. +4. Click **Save**. + +--- + +## Run Sync in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click the three-dot icon next to the Xero connection. +5. Click **Sync now**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap the three-dot icon next to the Xero connection. +6. Tap **Sync now**. + +Once the sync completes, the updated expense accounts should import successfully. + +--- + +# FAQ + +## Does the XERO73 Error Affect Exports? + +Yes. If categories cannot sync, exports may fail due to missing expense accounts. + +## Do I Need Xero Admin Access to Fix the XERO73 Error? + +Yes. Updating account types and enabling **Show in Expense Claims** requires appropriate permissions in Xero. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO84-Sync-Error.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO84-Sync-Error.md new file mode 100644 index 0000000000000..55ff2ed8499db --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Sync-Errors/XERO84-Sync-Error.md @@ -0,0 +1,83 @@ +--- +title: XERO84 Sync Error in Xero Integration +description: Learn what the XERO84 sync error means and how to select the correct Xero organization for your Workspace in New Expensify. +keywords: XERO84, Xero organization not selected, select Xero company Expensify, Xero sync error organization, Expensify Xero integration, Workspace Admin +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers resolving the XERO84 sync error related to missing Xero organization selection. Does not cover authentication token, connection expiration, or export mapping issues. +--- + +# XERO84 Sync Error in Xero Integration + +If you see the error: + +XERO84 Sync Error: There was a problem syncing Xero data. Please select which Xero organization or company this Workspace should sync with. + +This means no Xero organization is selected in your Workspace settings. + +Until an organization is selected, the Workspace cannot sync data with Xero. + +--- + +## Why the XERO84 Sync Error Happens in Xero + +The XERO84 error typically occurs when: + +- The Workspace is connected to Xero. +- No specific **Xero organization** has been selected in the Workspace configuration. +- The organization selection was cleared or not completed during setup. + +Without selecting an organization, the Workspace does not know which Xero company to sync with. + +This is a configuration issue, not an authentication token or export mapping issue. + +--- + +# How to Fix the XERO84 Sync Error + +Follow the steps below to select the correct Xero organization and retry the sync. + +--- + +## Select the Xero Organization in the Workspace + +On web: + +1. Go to **Settings > Workspaces**. +2. Select your Workspace. +3. Click **Accounting**. +4. Click **Export**. +5. At the top of the page, select the correct **Xero organization** from the dropdown. +6. Click **Save**. + +On mobile: + +1. Tap the navigation tabs on the bottom. +2. Tap **Workspaces**. +3. Select your Workspace. +4. Tap **Accounting**. +5. Tap **Export**. +6. Select the appropriate **Xero organization**. +7. Tap **Save**. + +--- + +## Run Sync + +After saving: + +1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. +2. Click the three-dot icon next to the Xero connection. +3. Click **Sync now**. + +If the correct organization is selected, the sync should complete successfully. + +--- + +# FAQ + +## Why Don’t I See My Xero Organization in the Dropdown? + +Make sure you are logged in with a Xero account that has access to the organization. If needed, disconnect and reconnect using the correct Xero admin account. + +## Do I Need Xero Admin Access to Select the Organization? + +Yes. The connected Xero account must have access to the organization you want to sync with. diff --git a/docs/articles/new-expensify/connections/xero/Troubleshooting/Xero-FAQ.md b/docs/articles/new-expensify/connections/xero/Troubleshooting/Xero-FAQ.md new file mode 100644 index 0000000000000..54f8be75e80c1 --- /dev/null +++ b/docs/articles/new-expensify/connections/xero/Troubleshooting/Xero-FAQ.md @@ -0,0 +1,111 @@ +--- +title: Xero FAQ +description: Learn how to resolve common Xero export issues, automatic export failures, and connection problems in New Expensify. +keywords: Xero export not working, report not exporting automatically Xero, manually export report Xero, disconnect Xero New Expensify, already connected to Xero error +internalScope: Audience is Workspace Admins using the Xero integration in New Expensify. Covers common Xero export issues and connection troubleshooting. Does not cover individual Xero error codes. +--- + +# Xero FAQ + +--- + +# Why Is My Report Not Automatically Exporting to Xero? + +An error is preventing the report from exporting automatically. + +You can find the error in several places: + +- The **Preferred Exporter** (set in the Workspace configuration) will receive an email with error details. +- The error appears in the **report comments** section. +- Reports with errors will not automatically export until the issue is resolved. + +## How to Resolve Automatic Export Failures + +1. Open the report in Expensify. +2. Review the error message in the comments. +3. Make the required corrections. +4. A Workspace Admin can manually export the report once fixed. + +--- + +# Why Am I Unable to Manually Export a Report to Xero? + +Only reports in the following statuses can be exported: + +- **Approved** +- **Done** +- **Paid** + +If the report is in **Draft**, selecting Export may load an empty screen. + +## How to Resolve Manual Export Issues + +1. Submit the report if it is in **Draft**. +2. Have an approver approve it if it is **Outstanding**. +3. Once fully approved, a Workspace Admin can export it. + +--- + +# How Do I Disconnect the Xero Connection? + +On web: + +1. Go to the **navigation tabs on the left** and select **Workspaces**. +2. Select your Workspace. +3. Select **Accounting**. +4. Click the **three-dot icon** to the right of the Xero connection. +5. Click **Disconnect**. +6. Confirm the disconnection. + +On mobile: + +1. Tap the **navigation tabs on the bottom** and select **Workspaces**. +2. Select your Workspace. +3. Tap **Accounting**. +4. Tap the **three-dot icon** next to the Xero connection. +5. Tap **Disconnect** and confirm. + +Note: Disconnecting clears all imported options from Expensify. + +--- + +# Why Does It Show That I’m Already Connected to Xero When Trying to Connect for the First Time? + +This usually means the Workspace is still connected in Xero under Connected Apps. + +## How to Fix It + +### Step 1: Disconnect in Xero + +In Xero: + +1. Go to the company you want to connect. +2. Click **App Marketplace > Go to Connected Apps**. +3. Find **Expensify** in the list. +4. Click the **three-dot icon** to the right. +5. Click **Disconnect**. + +--- + +### Step 2: Reconnect in Expensify + +1. Go to the **navigation tabs on the left** and select **Workspaces**. +2. Select your Workspace. +3. Select **Accounting**. +4. Attempt the Xero connection again. + +After disconnecting from Xero and reconnecting from Expensify, the integration should complete successfully. + +--- + +# FAQ + +## Who Can Manually Export Reports? + +Only **Workspace Admins** can manually export reports to Xero. + +## Does Disconnecting Remove My Configuration? + +Yes. Disconnecting clears imported categories, contacts, and configuration settings. Take screenshots of your Workspace settings before disconnecting if needed. + +---