Frequently Asked Questions on Xero Sync

TABLE OF CONTENTS

• Frequently Asked Questions 
  • 1. How do I disconnect from Xero? 
  • 2. Which statuses will have the created PO/Invoices in Xero?
  • 3. Will the attachments be sent to Xero as well?
  • 4. Will the information be updated in the Xero document if I revise it in Precoro?
  • 5. Will the information get updated in the Precoro document if I revise it in Xero? 
  • 6. Can I choose to import PO and Invoice types of documents simultaneously?
  • 7. Why does the document change the Total sum when integrated?
  • 8. Why are the Tracking Categories imported as Items Custom Fields?
  • 9. Which items are imported into Precoro?
  • 10. Would I be able to send documents to Xero if their Dates have passed?
  • 11. What happens if I do not conduct any activities with the integration for 60 days?
  • 12. How do I reactivate my Xero account if I haven't been using it for longer than 60 days?
  • 13. How does Supplier mapping work if I already have a Suppler in Xero?
  • 14. If I add a Supplier in Precoro, will it be automatically added to Xero?
  • 15. If I add a Supplier in Xero, will it be automatically added to Precoro?
  • 16. Will the Supplier integration work if I import them from the file instead of adding them manually in Precoro, will they be automatically added to Xero in that case?
• Questions about Rounding Integration

Frequently Asked Questions

Below you can find the answers to frequently asked questions about Xero Sync.

1. How do I disconnect from Xero? 

• To disconnect, press the Disconnect from Xero button on the Integrations page.

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

• In Xero, these documents will have the status Pending. If you wish to change the transferred document status, please get in touch with our Support team.

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?

• This function is currently unavailable. Please get in touch with our Support team 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. What items are imported into Precoro?

• You can import inventory or purchase item types.

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

• Yes, you can input any Date and synchronize the necessary documents, but only if your period is not closed in Xero. 
  If you have closed a certain accounting period in Xero, you will not be able to send documents with an overdue date. You should take the document for Revision and correct the Due Date for an actual period.

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?

• You can Reactivate your Xero organization yourself using the provided instructions or by contacting the Xero Support team.

13. How does Supplier mapping work if I already have a Supplier in Xero?

• When mapping a new Supplier in Precoro with an already existing one in Xero, we would update the information by taking data from Xero and updating it in Precoro.
  
  If there are any differences between the two records, we will now update the information in Precoro based on the data taken from Xero.

14. If I add a Supplier in Precoro, will it be automatically added to Xero?

• Yes, the Supplier integration works both ways and if you add a Supplier in Precoro, they will be automatically added to Xero.

15. If I add a Supplier in Xero, will it be automatically added to Precoro?

• No, in that case, you need to import that Supplier from the Integrations page. Please see this guide on how to do this.

16. Will the Supplier integration work if I import them from the file instead of adding them manually in Precoro? Will they be automatically added to Xero in that case?

• No, in that case, you will need to import that Supplier from the Integrations page manually. Please see this guide on how to do this.

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.