Accounting Package Connection Troubleshooting

Step 1 

• Go to Administration >> Accounts Integration

• Confirm that you are connected to the accounting package and that it is the correct account.

Step 2 

• Go to Invoicing and filter by "To Be Sent To Accounting Package"

• Hover your mouse over the blue bar and click the three dots >> Select Columns.

• Select Message

• A new column opens showing the error message from the accounting package. You will need to assess what each message means and resolve the issues. If you're unsure of what the message means, copy the error and search it in Google. Since this is an error coming from the accounting system, you should find information from their website related to the error and what needs to be done to resolve it. Once you have the information, come back to Ascora and make the necessary changes as required.

• You can also see this message within the individual invoices.

• Note that some errors cannot be resolved, such as "Xero Returned: The Total for this document must be greater than or equal to zero." For this specific error, you can only mark the invoice as sent, as the accounting package does not accept zero balance invoices.

Step 3 

• Select the invoices you want to be pushed to the accounting system after you have resolved the errors.

Step 4

• Issue: Accounting package not matching Ascora.

• Solution: Go to Reports >> Invoice Report >> Generate Reconciliation Report And Fix Discrepancies