Managing Xero Features

Managing Xero Features

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Listed below are instructions on how to delete, modify existing or backdate new payments, sychronisation reports and how to sync past dates.

Xero: Delete, Modify existing or Backdate new payments

Once a Receipt has been included in a synchronisation to Xero, any changes to the receipt in D4W will not be updated in Xero. 

The following messages will appear in D4W when a change requiring your attention is made.  

Delete Payment/Receipt 
When user deletes / reverses or modifies a payment previously synchronised

Backdated Payment/Receipt 
When user enters a payment and backdates it to a date that was previously synchronised

Xero Management: Reports

To open Xero Management
  1. Go to Location Management > Banks
    1. Menu Bar name: Operations > Xero Management
    2. Open tab: Management

Synchronisation log report

This report records/ logs the data details of synchronisation including it passed or failed status.

  1. Click Synchronise Log 
  2. Report parameters:
    1. Select date rage
    2. Tick box: Show Failed only if you only want to see the failed sync transactions
      Report

Post Synchronisation Amendments report

This report checks for Deleted Receipts, Changed Payment Method or Change of Date.

  1. Click Post Synchronisation Amendments
  2. Report parameters:
    1. Select date rage
    2. Tick box: Show Failed only if you only want to see the failed sync transactions
      Report

Xero Receipts report

This report checks for Receipts ready to Sync, Synced & Not Synced.

  1. Click Xero Receipts...
  2. Report parameters:
    1. Select date range 
    2. Tick box: Ready to Sync, Synced and/or Not Synced

    3. The Status Column explained 
Value to Display in “Status”
Logic to Create “Status”
Value to Display in “Action Required”
Synced OK
Receipt was created after Xero activation
Receipt has been synced
Receipt has not be adjusted

Not Synced – failed to run
Receipt was created after Xero activation
Sync was scheduled, but didn’t run
Use ‘Sync Past Dates’
Not Synced – sync error
Receipt was created after Xero activation
Receipt was involved in a Sync run, but an error occurred
Manually update on Xero website
Not Synced - Backdated receipt
Receipt was created after Xero activation
Receipt was created and backdated to a date that matches a previous successful Sync
Manually update on Xero website
Synced – changed receipt
Receipt was created after Xero activation
Receipt was synced with no error
Receipt has been adjusted
Manually update on Xero website
Not Synced – unknown
Receipt was created after Xero activation
Receipt was not synced and it is not known why
Contact Support for assistance
Ready to Sync
Receipt was created after Xero activation
Receipt date equals the current system date
Sync schedule time has not been reached
Wait for upcoming Sync event

Xero: Sync Past Dates

If your daily synchronisation has not run for a few days for any reason, you can synchronise past days with Xero.
  1. Go to Location Management > Banks tab
    1. Menu Bar name: Operations > Xero Management
    2. Select Management tab
      1. Click Sync Past Dates
      2. Select the date range you want to synchronise
      3. Click Sync

AlertThis only applies to days that the synchronisation has not been run at all.

This does not capture any post-synchronisation amendments.

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