Xero Issues Log You can view the list of issues in Xero that occurred during the synchronization or during handling webhook events. On...
Troubleshooting Common Xero Errors No Tracking Options are defined Tracking Options are defined Overpayment was not created Record of Bill Line was not created...
Bank Account Management in Xero The bank account functionality and reconciliation in Xero is the heart of the financial data movement for the franchise. Manage...
How to Download a List of Suppliers & Subcontractors Sometimes it’s necessary to export and download a list of subcontractors and suppliers. This article provides two solutions for doing...
Changing a cost center for a transaction in Xero Once an entry with an incorrect cost code has been located you can open it up in a new tab....
How to receive an overpaid claim from a customer An overpayment is defined as a payment that is more than the invoice’s outstanding amount. For example, if the wrong...
How to create an overpayment for DPP and Claim/Sale in Xero There are two types of overpayments we receive for Sales. An overpayment for a Deposit Pending Preliminaries (DPP) and another...
How to refund a Credit note or Overpayment in Xero Refunding a Credit Note in Xero 4. Scroll down to the Make a cash refund section and enter the correct...
How to attach a document to a Bill or Invoice. Steps for attaching documents to a bill or Invoice in Xero. This will complete the process of adding the document...
How to publish Bank Reconciliation reports in Xero. To publish reconciliation reports in Xero, follow the below steps. Reports that have been published can be found in the...
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