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[No QA] Add Xero troubleshooting docs (New Expensify) #84821
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| Original file line number | Diff line number | Diff line change | ||||
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| --- | ||||||
| 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. | ||||||
| --- | ||||||
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| # XERO01 Error in Xero Integration | ||||||
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| If you see the error: | ||||||
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| XERO01 Error: Unable to complete action to Xero. Please reach out to Concierge for additional assistance. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability: The error message text on this line is plain, unstyled text that blends with the surrounding prose. Consider wrapping it in a blockquote ( This pattern applies to the error message display in all 30 files in this PR. |
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| It means there is a connection issue between the Workspace and Xero. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness -- vague reference: "It means there is a connection issue..." -- starting a sentence with "It" after a blockquote/error message creates an ambiguous reference. Rephrase to be explicit:
Suggested change
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| This error prevents the report or transaction from syncing successfully to Xero. | ||||||
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| --- | ||||||
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| ## Why the XERO01 Error Happens in Xero | ||||||
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| The XERO01 error typically indicates a disruption in communication between the Workspace and Xero. | ||||||
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| Common causes include: | ||||||
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| - An expired or disconnected Xero connection. | ||||||
| - Authentication or authorization issues. | ||||||
| - Changes to Xero organization permissions. | ||||||
| - Temporary service interruptions in Xero. | ||||||
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| Because this error relates to the integration connection, it cannot be resolved by editing the report itself. | ||||||
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| This is a connection issue, not a category or tax configuration issue. | ||||||
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| --- | ||||||
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| # How to Fix the XERO01 Error | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Heading hierarchy violation:
Suggested change
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| Follow the steps below to confirm the connection and retry the export. | ||||||
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| --- | ||||||
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| ## Confirm the Xero Connection in the Workspace | ||||||
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| 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**. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Style compliance -- button label: Per Expensify style guidelines, the final action button at the end of a flow should be labeled Confirm, not Save. Please verify the actual button label in the product UI and update accordingly. If the button truly reads "Save" in this context, keep it; but if this is the final confirmation step, it should read "Confirm." This same pattern ( |
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| 7. Click **Sync Now**. | ||||||
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| After reconnecting, retry the export. | ||||||
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| --- | ||||||
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| ## Contact Concierge if the Error Persists | ||||||
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| If the error continues after reconnecting: | ||||||
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| On web: | ||||||
| 1. Go to the navigation tabs on the left. | ||||||
| 2. Click **Concierge**. | ||||||
| 3. Start a new message and reference the **XERO01 Error**. | ||||||
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| On mobile: | ||||||
| 1. Tap the navigation tabs on the bottom. | ||||||
| 2. Tap **Concierge**. | ||||||
| 3. Start a new message and reference the **XERO01 Error**. | ||||||
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| Include: | ||||||
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| - The full error message. | ||||||
| - The report name or ID. | ||||||
| - The date and time the export was attempted. | ||||||
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| Concierge will review the connection and help restore the integration. | ||||||
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| --- | ||||||
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| # FAQ | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Heading hierarchy violation: Note: This same pattern (H1 for "How to Fix" sections) repeats across all error files in this PR. Please apply the fix consistently. |
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| ## Should I Retry the Export Before Contacting Concierge? | ||||||
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| Yes. You can retry the export in case the issue was temporary. If the error persists, contact Concierge. | ||||||
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| ## Does the XERO01 Error Affect All Exports? | ||||||
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| It can. If the Xero connection is disrupted, multiple reports or exports may fail until the connection is restored. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness -- vague reference: "It can." starts the answer with a pronoun that lacks a clear antecedent. Rephrase for clarity:
Suggested change
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| Original file line number | Diff line number | Diff line change | ||||
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| @@ -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. | ||||||
| --- | ||||||
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| # XERO11 Sync Error in Xero Integration | ||||||
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| If you see the error: | ||||||
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| XERO11 Sync Error: The connection to Xero has expired. Please follow prompts in the Workspace to reconnect. | ||||||
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| This means the authentication credentials for your Xero connection have expired. | ||||||
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| Until the connection is reauthenticated, syncing and exports to Xero will fail. | ||||||
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| --- | ||||||
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| ## Why the XERO11 Sync Error Happens in Xero | ||||||
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| The XERO11 error typically occurs when: | ||||||
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| - 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. | ||||||
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| Xero requires periodic reauthentication to maintain a secure integration. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Heading hierarchy violation:
Suggested change
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| This is a connection issue, not a category or export mapping issue. | ||||||
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| --- | ||||||
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| # How to Reconnect Xero in New Expensify | ||||||
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| Follow the steps below to restore the connection. | ||||||
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| --- | ||||||
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| ## Reconnect the Xero Integration in the Workspace | ||||||
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| On web: | ||||||
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| 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. | ||||||
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| On mobile: | ||||||
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| 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. | ||||||
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| --- | ||||||
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| ## Retry the Sync or Export | ||||||
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| After reconnecting: | ||||||
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| 1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. | ||||||
| 2. Click **Sync now**. | ||||||
| 3. Retry exporting the report if needed. | ||||||
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| If the connection was successfully restored, syncing and exports should complete normally. | ||||||
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| --- | ||||||
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| # FAQ | ||||||
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| ## Do I Need Xero Admin Access to Reconnect? | ||||||
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| Yes. You must use a Xero account with admin permissions for the connected organization. | ||||||
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| ## Will Previously Failed Exports Retry Automatically? | ||||||
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| No. You may need to manually retry exports after the connection has been restored. | ||||||
| Original file line number | Diff line number | Diff line change | ||||
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| @@ -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. | ||||||
| --- | ||||||
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| # XERO45 Sync Error in Xero Integration | ||||||
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| If you see the error: | ||||||
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| XERO45 Sync Error: Unable to sync Xero data due to an invalid authentication token. Please disconnect and reconnect Xero in the Workspace. | ||||||
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| This means the authentication token connecting the Workspace to Xero has expired or is no longer valid. | ||||||
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| Until the connection is refreshed, syncing and exports will fail. | ||||||
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| --- | ||||||
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| ## Why the XERO45 Sync Error Happens in Xero | ||||||
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| The XERO45 error typically occurs when: | ||||||
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| - 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. | ||||||
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| When the token is invalid, the Workspace cannot access Xero data. | ||||||
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| This is a connection issue, not an export mapping issue. | ||||||
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| --- | ||||||
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| # How to Fix the XERO45 Sync Error | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Heading hierarchy violation:
Suggested change
|
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| Follow the steps below to disconnect and reconnect the Xero integration. | ||||||
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| --- | ||||||
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| ## Save Your Workspace Accounting Configuration | ||||||
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| Before disconnecting: | ||||||
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| On web: | ||||||
| 1. Go to **Settings > Workspaces**. | ||||||
| 2. Select your Workspace. | ||||||
| 3. Click **Accounting**. | ||||||
| 4. Review and save your settings under: | ||||||
| - **Export** | ||||||
| - **Coding** | ||||||
| - **Advanced** | ||||||
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| Disconnecting may remove imported options and configuration settings. | ||||||
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| 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. | ||||||
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| --- | ||||||
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| ## Disconnect Xero From the Workspace | ||||||
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| 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. | ||||||
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| 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. | ||||||
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| --- | ||||||
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| ## Reconnect to Xero in the Workspace | ||||||
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| 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. | ||||||
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| --- | ||||||
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| ## Run Sync | ||||||
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| 1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness -- non-descriptive heading: "Run Sync" is too generic. Headings should include the full task context so AI systems and readers scanning the page can understand what is being synced and why. Consider:
Suggested change
This same issue applies to all "Run Sync" headings across the PR files (e.g., XERO84-Sync-Error.md, XERO73-Sync-Error.md, etc.). |
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| 2. Click the three-dot icon. | ||||||
| 3. Click **Sync now**. | ||||||
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| If the connection is successfully restored, syncing and exports should complete normally. | ||||||
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| --- | ||||||
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| # FAQ | ||||||
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| ## Do I Need Xero Admin Access to Reconnect? | ||||||
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| Yes. You must use a Xero account with admin permissions for the connected organization. | ||||||
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| ## Will Disconnecting Remove My Configuration? | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness -- vague reference: "It may remove imported options..." -- "It" is ambiguous. Rephrase:
Suggested change
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| It may remove imported options and accounting settings. Save your configuration before disconnecting so you can reapply any custom settings if needed. | ||||||
| Original file line number | Diff line number | Diff line change | ||||
|---|---|---|---|---|---|---|
| @@ -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. | ||||||
| --- | ||||||
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| # XERO84 Sync Error in Xero Integration | ||||||
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| If you see the error: | ||||||
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| XERO84 Sync Error: There was a problem syncing Xero data. Please select which Xero organization or company this Workspace should sync with. | ||||||
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| This means no Xero organization is selected in your Workspace settings. | ||||||
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| Until an organization is selected, the Workspace cannot sync data with Xero. | ||||||
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| --- | ||||||
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| ## Why the XERO84 Sync Error Happens in Xero | ||||||
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| The XERO84 error typically occurs when: | ||||||
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| - 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. | ||||||
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| Without selecting an organization, the Workspace does not know which Xero company to sync with. | ||||||
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| This is a configuration issue, not an authentication token or export mapping issue. | ||||||
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| --- | ||||||
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| # How to Fix the XERO84 Sync Error | ||||||
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| Follow the steps below to select the correct Xero organization and retry the sync. | ||||||
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| --- | ||||||
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|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Heading hierarchy violation:
Suggested change
|
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| ## Select the Xero Organization in the Workspace | ||||||
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| On web: | ||||||
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| 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**. | ||||||
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| On mobile: | ||||||
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| 1. Tap the navigation tabs on the bottom. | ||||||
| 2. Tap **Workspaces**. | ||||||
| 3. Select your Workspace. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Style compliance -- button label:
Suggested change
|
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| 4. Tap **Accounting**. | ||||||
| 5. Tap **Export**. | ||||||
| 6. Select the appropriate **Xero organization**. | ||||||
| 7. Tap **Save**. | ||||||
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| --- | ||||||
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| ## Run Sync | ||||||
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| After saving: | ||||||
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| 1. Go to **Settings > Workspaces > [Workspace Name] > Accounting**. | ||||||
| 2. Click the three-dot icon next to the Xero connection. | ||||||
| 3. Click **Sync now**. | ||||||
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| If the correct organization is selected, the sync should complete successfully. | ||||||
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| --- | ||||||
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| # FAQ | ||||||
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| ## Why Don’t I See My Xero Organization in the Dropdown? | ||||||
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| 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. | ||||||
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| ## Do I Need Xero Admin Access to Select the Organization? | ||||||
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| Yes. The connected Xero account must have access to the organization you want to sync with. | ||||||
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Duplicate content: This file is identical to
Connection-errors/XERO01-Error.md,Export-Errors/XERO01-Error.md, andSync-Errors/XERO01-Error.md. Having the same article duplicated across four folders creates maintenance burden and confuses AI retrieval systems that cannot distinguish between them. Consider keeping this file in one canonical location and linking to it from the other category pages, or differentiating the content for each error context (authentication vs. connection vs. export vs. sync).The same duplication issue applies to: