Troubleshooting

Trouble Processing a Transaction 

 If you are trying to process an invoice, Credit Note, GRV or a Stock Return and you get an error, you can disconnect Huge ERP from Xero. 

 System Configuration > Security >API Setup 

 Click Search 

 Double click on Xero to open 

 

 Untick the Active Box and click save and close 

 

 

 

 Failed to post to Xero 

 Invoice 

 Debtors Module > Activity > Invoice 

 When you have an invoice that Fails to push through to Xero, you can process this manually. 

 Open your invoice  

 Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero.  

 

 

 Credit Note 

 Debtors Module > Activity > Credit Note 

 When you have a Credit Note that Fails to push through to Xero, you can process this manually. 

 Open your Credit Note 

 Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero.  

 

   

 GRV 

 Creditors Module > Activity > Goods Received Note (GRV) 

 When you have a GRV that Fails to push through to Xero, you can process this manually. 

 Open your GRV 

 Click the "Extras" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero.  

 

   

 Stock Return 

 Creditors Module > Activity > Return to Supplier (RTS) 

 When you have a Stock Return that Fails to push through to Xero, you can process this manually. 

 Open your Stock Return 

 Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero.  

 

 

 

 View Posted and Non posted Transactions 

 Debtors 

 Debtors Module > Analysis >Debtors Document History 

 In the column "Posted to Xero" you will see either Yes which means it was posted to Xero or blank which means it has not been posted to Xero 

 

 To post to Xero double click to open the transaction  

 Click the "Action" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero.  

 

 Double check your transaction is not already in Xero as clicking this will duplicate the transaction if it was already posted 

 

 Creditors 

 Creditors Module > Analysis >Creditors Document History 

 In the column "Posted to Xero" you will see either Yes which means it was posted to Xero or blank which means it has not been posted to Xero 

 

 To post to Xero double click to open the transaction  

 Click the "Extras" Tab, you will see the button "Push to Xero" by clicking this button the transaction will be pushed to Xero.  

 

 Double check your transaction is not already in Xero as clicking this will duplicate the transaction if it was already posted