Xero Sync Status Report

This article covers the Xero sync status report within Stock&Buy. 

The Xero Sync Status report shows all sales, refunds, purchases and inventory adjustments along with their sync status with Xero. This report gives you insights into the completeness of the transactions synced to Xero.

To view the Xero Sync Status report:

  1. Log into your Stock&Buy account
  2. Go to the Integrations page
  3. Click on View Settings located on the Xero integration tile
  4. The Xero integration details shows two tabs, one holds the integration settings and the other shows the Syns status report  

 

Column Description
Id Identifier of the transaction. Click on this item to open the transaction in Stock&Buy
Created UTC time when the transaction was created
Last Updated UTC time when the transaction was last updated
Type Transaction type, this can be: Sale, Purchase, Adjustment, Refund
Status Transaction status
SubTotal Transaction sub total
Tax Transaction total recorded tax
Total Transaction total
Cost

Transaction cost.

  • In case of a sale transaction, this represents the order cost of goods sold.
  • In case of a purchase order, this represents the net order total
  • In case of an adjustment, this represents the total adjustment cost
Xero Link

Link to the transaction in Xero. A yellow triangle indicates that the transaction has not been sync yet.

Journal Sync Shows whether the transaction has been recorded in the daily journals. A yellow triangle indicates that the transaction has not been synced to the journals yet.
  • The Xero Sync Status report can be exported to CSV by clicking on the corresponding button on the top right corner of the report table.
  • As the date filter is in UTC time, you might need to adjust the date filter and set the upper date range boundary to a day or two in the future to ensure all transactions are reported. This might come in handy if your are ahead of UTC time (Australia, New Zealand…)

 

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