In this article, you will learn how to troubleshoot error messages in Xero.
Overview: Unlinking Transactions
When trying to make adjustments to transactions that have already been posted to Xero through Actionstep, you will first need to remove any links created through the integration. To do this, navigate to:
Admin -> Integrations -> Xero
You'll be able to hover over the 'Xero' menu item to access a number of different lists, such as the 'Linked Invoices List' or the 'Linked Payments List' - simply access the list of items you want to address, apply a filter to find the transactions, tick the checkbox next to it and click 'Unlink from Xero', as per the GIF below.
Doing this will sever the connection between Actionstep and Xero for that particular transaction, allowing you to make adjustments to it.
In this section, we'll review some of the more common error messages that users see while trying to process transactions linked through to Xero.
Error: Failed Posting to Xero: XERO API Exception detected: #1: Invoice not of valid status for modification. #2: This document cannot be edited as it has a payment or credit note allocated to it.
Explanation: Typically this error message is a result of trying to create a (supplier) invoice with a reference number that is already being used by an existing (supplier) invoice in Xero.
Solution: Change the reference number of the (supplier) invoice in Actionstep, which will then trigger Xero to create an entirely new record.
Error: Failed Posting Payment Xero: XERO API Exception Detected: #1: Payments can only be made against Authorised documents. #2: Payment amount exceeds the amount outstanding on this document.
Explanation: This is usually caused by changes being made to the corresponding invoice in Xero. Since changes in Xero are not fed through to Actionstep, you'll see this error message when trying to post a payment against an invoice in Actionstep when it has already been marked as paid in Xero (and the two invoices in the two systems are linked) or voided.
Solution: Investigate the invoice in Xero to see whether any payments or credits have been applied to it, or whether it has been voided. If such is the case, revert those changes, then try to process the changes from within Actionstep.
Error: Failed posting manual journal Xero: Not connected to the Xero API. Please log in first.
Explanation: This indicates that the Xero access token has been manually revoked.
Solution: click on the Xero icon in the alert bar to re-connect the integration. If the system thinks you are already connected, please contact email@example.com and request for the connection to be reset manually.