This article provides more information on any error messages that may come from Xero when trying to publish transactions.
When all goes well, transactions will be published to Xero by clicking the 'Confirm and Sync' button and both the transaction details and documents are sent to Xero.
You will know it has been successfully published when you receive the message
'Synced successfully'
However there will be times when Xero sends back an error and the transaction does not get published. We've done our best to identify all of these and provide more context and what you should you do next if these errors occur.
Bank Account Status Invalid
What: This error message occurs when you've removed or archived a Payment Source on your Xero account, but have not refreshed your connection in Jack. Xero doesn't recognise the account Jack is trying to tell it the payment must come from.
Resolve: Your transaction will have been created as a bill in Xero in an Awaiting Payment status, but no payment would have been created. Either select a new Payment Source and republish which will allow for the correct treatment in Xero or correct directly on Xero.
If you choose to create a new Payment Source in Xero, you will then need to then click refresh in your Settings page before continuing to republish.
2. Not connected to Xero
What: Your connection to Xero is no longer valid or there has been a disconnection. This means that any transaction you are trying to publish has not done so.
Resolve: Go to Settings and Connections and reconnect your Xero account to Jack. Come back to the transaction and attempt to republish.
3. Invoice not of valid status for modification
What: This error occurs when a transaction has been sent to Xero in a Paid status and you try and make a change and republish.
Resolve: If you wish to change the payment status on Xero, you would need to delete the Payment in Xero and Void the transaction and republish the document from Jack in a different Payment Status.
4. The TaxType code x cannot be used with account code x
What: This error occurs when you try to publish a transaction which contains an expense or asset Account Code and a VAT Output rather than a VAT Input amount.
Resolve: Change the VAT Code to match the type of Account Code and attempt to republish.
5. Organisation is not subscribed to currency x
What: This error occurs when you do not have a foreign currency type set up in Xero and are attempting to publish to that currency type.
Resolve: Either set up a new currency in Xero and attempt to republish or change the currency in Jack to a currency which already exists in Xero.
6. Invoice not of a valid status for modification
What: This error occurs when a transaction has been Voided in Xero, but there is an attempt to publish the exact same transaction from Jack, without making any changes.
Resolve: Make a change to either the Document number and Document type and republish in Jack, this will allow the transaction to go through to Xero.
How do I know if making changes to a transaction in Jack will make a change in Xero?
There are instances when making a change to a transaction in Jack will allow a change in Xero, after republishing.
Changing details of a transaction in different Payment Statuses
Draft: Can publish duplicate and it edits on Xero
Awaiting Payment: Can publish duplicate and it edits on Xero
Paid: Cannot publish duplicate in Xero
2. Creating a new bill vs editing in Xero
Changing either of the following will result in a new bill being created in Xero (new transaction)
Document Type
Reference number
Changing any other details will result in the existing transaction being updated with the new edits.