Re-export a bill to Xero – WorkflowMax

If your account is connected to your Xero account (see Set up the Xero interface), bills will automatically be exported from to Xero when they are created.

In some cases, the export may fail and one or more bills will need to be re-exported to Xero.

Before you begin

Before you attempt to re-export one or more bills to Xero, you'll need to resolve the problem (or problems) that caused the export to fail.

To view the error message, In the menu, select > Xero Exports tab > Failed tile. Hover your cursor over the Sync Failed error message.

The error message displayed by will have given you details of the problem, such as the:

Xero connection has been dropped (this is an unintended disconnection of from your Xero account)
account mapping is incorrect (this is a mismatch between the GL account specified in and the destination GL account in Xero)
the supplier is archived (unarchive and merge in Xero to resolve the error before resyncing)

Re-exporting from the Purchase Order Manager screen

To re-export a purchase order bill to Xero:

In the menu, select .
Go to the Xero Exports > Failed tab and locate the bill you wish to re-export.
Select the bill or bills you want to resend, then click the Resync button. will display a message reporting on the result of the export.

To cancel or delete a bill from a purchase order:

Go to the Bills tab in the purchase order.
Drill into the bill you want to remove, then click Options and choose Cancel Bill.
When prompted, pick the new job cost state/s as Actual or Estimate and click Save.
To delete the cancelled bill, click Options > Delete Bill.
Confirm the deletion by clicking Delete in the confirmation dialog. The action is recorded in the History pane of the purchase order.

Cancelling or deleting a bill is permanent and cannot be undone.

Common sync errors

Depending on the source of the error, you can take any of the following steps to troubleshoot common sync issues:

Possible cause	Steps to take
The interface is not active	Go to > Integrations. On the Xero tile, click the Setup Integration link. The setup wizard starts. Follow the instructions to Set up the Xero interface. When you click Save, the Xero interface is activated.
The interface is active but may not be configured correctly	Go to > Integrations. On the Xero tile, click the Setup Integration link. Current interface settings are displayed. Check and, if necessary, update any settings. When you click Save, the Xero interface is activated.
Sync error	Description/Steps to take
The supplier is archived and can no longer be used in transactions in Xero. It must be un-archived before doing a resync.	Open the failed bill in . Drill into the supplier Select Options > View in Xero In Xero, click Restore to unarchive the contact. Return to and in the menu, select > Xero Exports > Failed tab. Select the bill and click Resync.
The TaxType code 'OUTPUT2' cannot be used with account code 'XXXX'.	This error occurs when the tax type on your bill is set to Income instead of Expense. Income is typically used for sales or bills, while Expense is used for purchases. To resolve this, cancel and delete the PO bill, re-create it with the correct tax type set to Expense, then save, approve, and resync the bill.
Empty lineitems	Revise the bill in . To do this, In the menu, select > Select the Purchase Order > Options > Revise Purchase Order Add at least one valid cost line with a description, quantity, unit price, and account mapping. Save, approve, and attempt the sync again.
Line item account code must be specified	This error occurs when there is no account code set in your Xero integration. Double-check your Xero integration setup by navigating to Settings > Integrations > Xero > Setup Integration. On the Xero configuration screen, make sure both the Income Account and Cost of Sales Account are set.

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Before you begin

Re-exporting from the Purchase Order Manager screen

Common sync errors

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