Rechargly can pass the job reference through, but XPM controls the final allocation logic. If XPM doesn’t allocate it, you will usually need Xero Support to investigate.
Before contacting Xero Support, check these items
1. The Practice Client is active (in XPM)
Confirm the client is not archived/inactive.
If the client is inactive, XPM may not allocate invoices to jobs correctly.
2. The job is active (in XPM)
Confirm the job is not closed/completed/archived (depending on your firm’s settings).
If the job is inactive, XPM may default invoices to Miscellaneous.
3. The job reference on the Rechargly invoice matches the job in XPM
Open the invoice in Rechargly and confirm the job number/reference you expect.
In XPM, confirm that job exists and the identifier matches exactly (including any prefixes, spacing, or leading zeros).
If all checks pass, contact Xero Support
When you raise a ticket with Xero, include:
The invoice number (and date)
The client name in XPM
The job number/reference the invoice should be allocated to
A screenshot showing the invoice sitting in Miscellaneous
Confirmation you have checked: client active, job active, job reference matches
Why this happens
XPM’s invoice-to-job allocation is controlled by Xero. Rechargly supplies the job reference, but we cannot force XPM to allocate it.