AccountingLink for Xero - Sync Error - Prime Invoices (AR)

The following items should be reviewed if a Prime Invoice can not be exported to Xero.

Step 1: Review Tax Code References on Prime Invoice

1. Open Sage Construction Management
2. Open Prime Invoice
3. Scroll down and click Retainage/Holdback Summary by JCC link
4. Make sure tax codes are referenced on far right (last column) for each Job Cost Code.
   Note: Tax codes are set in the Prime Invoice based on the default tax code referenced in the Job Cost Code table. See Contract Admin Module | Job Cost Codes listing.
   
5. Be sure to save if changes are made.

Step 2: Relink Sage Construction Management and Xero Customer

1. Open AccountingLink
2. Click Contact Management tab
3. Click Manually Link Customer / Vendors link
4. Relink Sage Construction Management Client referenced on Prime Contract with Xero Customer

Step 3: Run Sync and Export Prime Invoice

1. Open AccountingLink
2. Click Sync in the Sync tab
3. Export Prime Invoice 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 AR section
4. Review how Job Cost Codes referenced on Prime Invoice correlate to Xero Service Items based on the JCC Linking property.
5. Review Prime Invoice Retainage properties if this is being tracked in Xero.
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 the Prime Invoice.