Disconnecting from Xero
To disconnect from Xero, follow these steps:
Go to Integrations > Xero > Sales/Purchases in the top-left corner of the main Company Portal screen.
In the configuration page of the Sales or Purchases integration process (the first step), find your connection info. Click the Disconnect from Xero button on this page to disconnect your account.
Fixing the Validation Error: The TaxType Code ‘XXXX’ Cannot Be Used with Account Code ‘YYYY’
This validation error typically occurs due to a misconfiguration of VAT rates, nominal codes, or incorrect account codes on VGM document line items. Here's how to resolve it:
Log in to VGM and locate the document referenced in the validation error message (e.g., Sales Invoice 760).
Ensure all line items on the document use the correct nominal codes. For example, items on a sales document should use sales nominal codes. Adjust any incorrect nominal codes as needed.
Go to the Company Portal and ensure all VAT rates have the correct Xero Tax Type linked to them. Ensure all nominal codes have the correct Xero Account Code linked to them.
Ensure Sales Integration exports use Sales Tax Types and Account Codes from Xero.
Ensure Purchases Integration exports use Purchase Tax Types and Account Codes from Xero.
Step-by-Step Guide
Log into VGM.
Locate the specific document causing the error (e.g., Sales Invoice 760).
Check each line item for correct nominal code usage:
Ensure sales documents use sales nominal codes.
Ensure purchase documents use purchase nominal codes.
Navigate to Config > Settings > Financial Settings.
Verify VAT rates and their linked Xero Tax Types:
Ensure each VAT rate is correctly linked to a Xero Tax Type (Sales or Purchases as appropriate).
Verify nominal codes and their linked Xero Account Codes:
Ensure each nominal code is correctly linked to a Xero Account Code (Sales or Purchases as appropriate).
After correcting the nominal codes and configuration settings, re-run the export process to ensure the document is now valid and successfully exported to Xero.