Sync With Xero

Overview

The finalised invoice batch has two separate actions:

• Sync with accounting sends eligible invoices to the currently selected accounting platform.
• Sync payments reads payments from that platform after the batch has synced.

Use these actions after repairing a connection, when automatic invoice sync is off, or when an expected payment has not appeared.

Sync your Invoice Batches with Xero

1. Open Invoice Batches and select the finalised batch.
2. Select Actions > Sync with accounting.
3. Confirm the sync. The confirmation also states how many pending invoice comments will be added as Xero history notes when comment sync is enabled.

The action appears when the connected accounting platform is configured and the batch state is new, pending, or failed. It does not appear while a sync is queued. It can reappear after a batch is marked as synced when Astalty has confirmed that the platform no longer has one of the batch's current invoices. Astalty sends invoices that have no accounting identifier or have been confirmed missing, so retrying a failed batch does not duplicate invoices that succeeded earlier.

The sync runs in the background. The batch moves through queued processing and is marked synced or failed. A batch can be marked synced even when an individual invoice has a sync error, so check the invoice list and error count after processing.

Sync Payments Within Batch

1. Open the synced batch from Invoice Batches.
2. Select Actions > Sync payments.

Astalty confirms that payments will be synced shortly and suggests checking again in 5-10 minutes. The action queues a pull for the batch's non-NDIA invoices. A payment is created only when the invoice and Xero payment are linked and Astalty still has an outstanding amount to allocate.

Sync payments appears only after the batch has synced, while the batch is outstanding and contains a non-NDIA invoice. It does not send an Astalty payment to Xero.

Video Walkthrough