Troubleshoot sub invoice sync errors

If a sub invoice fails to export to Xero, there are several key areas that must be reviewed to identify and resolve the issue.

1. Review the tax code references on the sub invoice as follows:

   1. In Sage Construction Management, open the Sub Invoice Information page.
   2. In the Financial and Retainage Summary section, select View Retainage Summary by Job Cost Code.
   3. Make sure that a tax code is selected for each job cost code.
      The default tax code assigned in the job cost code table determines the tax codes in the sub invoice.

   4. Save your changes, if any.

2. Relink the Sage Construction Management and Xero supplier as follows:

   1. Go to Accounting Link and select the Contact Management tab.
   2. Select Manually Link Customer / Suppliers.
   3. Relink the Sage Construction Management subcontractor company referenced on the sub invoice with the Xero supplier.

3. Run the Sync Wizard to export the sub invoice to Xero as follows:

   1. Go to Accounting Link and select the Sync tab.
   2. Select Sync.
   3. Select the sub invoice from the list and select Post Selected.
   4. If an error occurs, review the Sync Preferences as follows:
      1. Go to Accounting Link and select Sync Preferences.
      2. Select the Accounts Payable (AP) tab.

      3. Check how the job cost codes on the sub invoice align with Xero items using the Job Cost Code Link Options setting.

      4. If retainage is tracked in Xero, review the setting in the Sub Invoice Retainage Preferences section.

      5. Select the Tax Codes tab and make sure that the Sage Construction Management and Xero tax codes are linked one-to-one.

      6. Save your changes, if any.

      7. Run the Sync Wizard again to export the sub invoice to Xero.