AccountingLink for Xero - Sync Error - Misc Expenses (AP)

The following items should be reviewed if a Misc Expense can not be exported to Xero.


Step 1: Relink Sage Construction Management and Xero Employee

  1. Open AccountingLink
  2. Click Contact Management tab
  3. Click Manually Link Employee link
  4. Relink Sage Construction Management Employee referenced on Misc Expense with Xero Employee

Step 2: Relink Sage Construction Management and Xero Vendor

The steps listed below are only applicable if another company paid for the Misc Expense. Example: Payee Company is another firm.

  1. Open AccountingLink
  2. Click Contact Management tab
  3. Click Manually Link Customer / Vendors link
  4. Relink Sage Construction Management Payee Company referenced on Misc Expense with Xero Vendor

Step 3: Run Sync and Export Misc Expense

  1. Open AccountingLink
  2. Click Sync in the Sync tab
  3. Export Misc Expense to see if an error occurs.

IF ERROR:


Step 4: Review Sync Preferences

  1. Open AccountingLink
  2. Click Sync Preferences link at top
  3. Navigate to AP section
  4. Review how the Job Cost Code referenced on the Misc Expense correlates to a Xero Service Item based on the JCC Linking property.
  5. Review Misc Expense Payment Type Export Rules
  6. Scroll down to Tax Codes section and make sure Sage Construction Management and Xero Tax Codes are linked one-to-one.
  7. Be sure to Save if any changes are made.
  8. Run Sync again and test exporting Misc Expense.