Error when sending documents to Xero

Change to Document Failure Notifications for Xero Integration

We’ve improved how we notify users when a document (PO, Bill, Credit, or Invoice) fails to send to Xero.

Previously, we only displayed a pop-up and sent an internal notification. While useful, this could be missed—especially if you’re busy and close the alert too quickly.

What’s new:
We will now also send an email notification to the user who created the document. This email will include:

• A clear message stating the document failed to send to Xero

• The reason for the failure, where available

• Next steps, including guidance or links to support if needed

Common failure reasons include:

• Missing client email address

• Incorrect Xero account code (e.g., using a sales code on a purchase or vice versa)

• Attachment issues (e.g., file too large or unsupported file type)

If Xero does not return a clear reason, we’ll let the user know and prompt them to create a support ticket, including the failed email, so we can investigate further.