TABLE OF CONTENTS


Frequently Asqued Questions

1. How do I disconnect from Xero? 

2. Which statuses will have the created PO/Invoices in Xero?

  • In Xero, those documents will have Pending status.  If you wish to change the transferred document status, please get in touch with our Support and let us know.

3. Will the attachments be sent to Xero as well?

  • Yes, the attachments are sent to Xero along with the document. For detailed information, see the Purchase Orders sync and Invoices sync articles.

4. Will the information be updated in the Xero document if I revise it in Precoro?

  • Yes, the revised information from Precoro will be exported to the document in Xero.

5. Will the information get updated in the Precoro document if I revise it in Xero? 

  •  No, the revised information from Xero will not be exported to the document in Precoro.

6. Can I choose to import PO and Invoice types of documents simultaneously?

  • At the moment, this function is unavailable. Please get in touch with our Support and let us know if you wish to utilize this option.

7. Why does the document change the Total sum when integrated?

  • This problem can occur if you have different Rounding Settings in Xero and Precoro. To solve this issue, unify the Rounding settings.

8. Why are the Tracking Categories imported as Items Custom Fields?

  • The Tracking Categories are the Items Custom Fields objects in Precoro, and they sync accordingly.  

9. Which items are imported into Precoro?

  • You can import inventory or purchase item types.

10. Would I be able to send documents to Xero if their Dates have passed?

  • Yes, you can input any Date and synchronize the necessary documents. 

11. What happens if I do not conduct any activities with the integration for 60 days?

  • If you are not using it for more than 60 days, your company integration will be disabled.

12. How do I reactivate my Xero account if I haven't been using it for longer than 60 days?


Questions about Rounding Integration


1. If you want to send an Invoice to Xero with a price that has three or four digits after the decimal point (0.1234), then Precoro must have the corresponding rounding settings (rounding to 3 or 4 digits).


2. If the Purchase Order was created at a time when the company's Rounding Settings were set to two digits, and then the rounding was changed to a 3/4 number. When you create an invoice for such a Purchase Order – the Invoice will not get exported to Xero because the Invoice automatically pulls up that rounding that was initially set in the PO.


3. If an Invoice was created when the Rounding in Precoro was up to two digits, and then you have changed the rounding to 4 digits – the Invoice will not get exported to Xero because it was initially created with rounding to two digits.


In all three cases described above, you would need to recreate the documents – both the Invoices and the linked Purchase Orders.


Please pay particular attention to the fact that you will have to recreate them manually – the Repeat document function is unsuitable here.