Only transactions that have a Completed, Receipted, or Dispatched status can attempt to export to Xero.
Only Purchase Orders, Purchase Costs, Recost Adjustment Journals, and Invoices will automatically populate Xero Totals and hyperlinks to the exported transaction in Xero. Xero (View column) in the Export Data tab. To review the export status of any other transaction type, you will need to select Reconcile Transactions before proceeding.
If a transaction has been exported successfully, but the export has been deleted in Xero, the Export Data's Status will still show as "Exported" but there will be no active link to open the deleted Xero transaction.
Export status in Export Data
Use the Export Data tab in Unleashed's Xero integration to review the Export Status of multiple transactions:
From the main menu, go to Integration > Integration Store > Xero .
Click on the Export Data tab.
Use the Transaction Type tabs to select the transaction type under review:
Sales Invoices
Purchase Orders
Purchase Costs
Assembly Costs
Supplier Returns
Supplier Return Costs
Credit Notes
Customers
Suppliers
Journals - Use the drop-down menu provided to further filter journals:
Sales Journal
Credit Journal
Stock Adjustment Journal (IN)
Stock Adjustment Journal (OUT)
Supplier Return Journal
Recost Adjustment Journal
Dis/Assembly Journal
Filter the selected transactions Date Range.
Tick the Only Show Problem Exports checkbox to filter for transactions that failed to export.
Review the Export Status column, which will display one of the following statuses:
Exported: The transaction exported successfully.
Export Failed: The transaction failed to export.
Blank: The transaction did not attempt to export.
Click on the Export link in the transaction's row, under the Export column, to manually attempt exporting the transaction.
Export status in transactions
If a completed Sales Invoice or receipted/completed Purchase Order has exported to Xero successfully, a Xero logo will be displayed on the transaction's page. Click on the Xero logo, and you will be directed to the exported transaction in your Xero account.
Sales Invoices
For completed Sales Invoices, a Xero logo will be displayed under the Link column in the Invoice tab of the Sales Order if it has exported successfully.
Similarly, a Xero logo will also be displayed in the top right corner of the completed Sales Invoices' page, next to the View Order button, if it's exported successfully.
If no Xero logo is displayed for a completed Sales Invoice, the transactions has not exported to Xero.
Purchase Orders
If a receipted or completed Purchase Order (PO) has successfully exported to Xero, a Xero logo will be displayed in the top right corner of the PO, next to the View Receipt button.