When posting your expenses to Xero via the integration, ExpenseIn will always prompt you to review the posting status in the Posting History page under the Imports and Exports section of the Finance area.
Note: You'll also receive an email if one or more of your expenses have failed to post.
The Posting History is particularly important for troubleshooting any failed posting attempts. By clicking on your failed posting, you'll be able to expand your Bill and subsequently view the reason for any posting failures.
Throughout the remainder of this Help Article, you'll find some common troubleshooting steps for resolving any full or partial failed postings. If you continue to have difficulty successfully posting your expenses to Xero, get in touch with our Support team.
Integration connection status
Accounting package integration often requires periodic re-authentication - we'd recommend initially checking your integration connection status.
Navigate to Account Name > Admin > Integrations > Accounting.
If the status is showing as 'Disconnected', click the three dots icon and select Reconnect from the drop-down.
Once you've reconnected Xero, you can then select Retry Failed Records on the failed posting.
If you've completed the steps above but still get the same error, get in touch with our Support team.
Supplier not found in Xero
Xero has been unable to find the Supplier reference provided for this expense in your Xero account.
To check the supplier reference used (E.g. The user reference or a static field), refer to your Xero integration mapping settings. You'll need to make sure that the User reference/static field used is verbatim to the Supplier/Contact Account No/Name in Xero.
Category reference not recognised in Xero
Your Category references will need to be verbatim to the chart of account codes you have set up in Xero. In this example, you'll need to check that the Category reference used for the failed expense is exactly the same as the Xero chart of account code.
If you need to edit the expense (to select another category), you'll need to edit the completed expense(s). If you need to adjust your category reference, you can do so by heading to your Admin area and selecting Categories (in the Account Setup section).
Incorrect tax rate reference
Xero will refer to Tax Rates with different names - check that your Tax Rate references are verbatim to what your tax/VAT rates are called in Xero before retrying the failed posting.
Incorrect tracking category name
It's likely you'll require a static field to ensure ExpenseIn uses the right value when looking for your Xero Tracking Category Name. Check your Xero integration mapping settings and ensure your mapped static field is verbatim to the name of the tracking category in Xero.
Incorrect tracking category option
The ExpenseIn value used to map against your Xero Tracking Category Options, E.g. Department Name or Reference, needs to match exactly as it is in Xero.
Check your Xero integration mapping settings to see which ExpenseIn field is being used to map against your Tracking Category Option field, and then ensure the ExpenseIn field is correctly storing the required Tracking Category Options.