-Xero Management: Reports

To open Xero Management

1. Go to Location Management > Banks

   1. Menu Bar name: Operations > Xero Management

   2. Open tab: Management
      

Synchronisation log report

This report records/ logs the data details of synchronisation including it passed or failed status

1. Click Synchronise Log 

2. Report parameters:

   1. Select date rage
   2. Tick box: Show Failed only if you only want to see the failed sync transactions
      Report

Post Synchronisation Amendments report

This report checks for Deleted Receipts, Changed Payment Method or Change of Date

1. Click Post Synchronisation Amendments

2. Report parameters:

   1. Select date rage
   2. Tick box: Show Failed only if you only want to see the failed sync transactions
      Report
      
      

Xero Receipts report

This report checks for Receipts ready to Sync, Synced & Not Synced

1. Click Xero Receipts...

2. Report parameters:

   1. Select date range 
   2. Tick box: Ready to Sync, Synced and/or Not Synced
      
   3. The Status Column explained
      
      

      Value to Display in “Status”	Logic to Create “Status”	Value to Display in “Action Required”
      Synced OK	Receipt was created after Xero activation Receipt has been synced Receipt has not be adjusted
      Not Synced – failed to run	Receipt was created after Xero activation Sync was scheduled, but didn’t run	Use ‘Sync Past Dates’
      Not Synced – sync error	Receipt was created after Xero activation Receipt was involved in a Sync run, but an error occurred	Manually update on Xero website
      Not Synced - Backdated receipt	Receipt was created after Xero activation Receipt was created and backdated to a date that matches a previous successful Sync	Manually update on Xero website
      Synced – changed receipt	Receipt was created after Xero activation Receipt was synced with no error Receipt has been adjusted	Manually update on Xero website
      Not Synced – unknown	Receipt was created after Xero activation Receipt was not synced and it is not known why	Contact Support for assistance
      Ready to Sync	Receipt was created after Xero activation Receipt date equals the current system date Sync schedule time has not been reached	Wait for upcoming Sync event