Xero Synchronization Report
During synchronization with Xero, items could be imported to Xero but ultimately have status skipped, pending, or failed. This will cause an information discrepancy between Cin7 Core and Xero. This report allows the user to see discrepancies where data in Cin7 Core has not been imported to Xero.
The report contains the following data types with Failed, Pending, Skipped, or Completed status:
Attachments
Contacts
Credit notes
Customer credits
Invoices
Payments (payments and refunds)
Supplier deposit
Manual journals
Money tasks
Products
Note: Payments for consolidated invoices cannot be imported to Cin7 Core. You will need to manually apply a payment in Cin7 Core to the imported consolidated invoice.
This report is only available to users with Financial Reporting permissions.
Prerequisites
Input:
Reporting Period |
Allows the user to select the reporting period from a list of options or set a custom date range. |
Layout |
Set to the Default layout. Allows selection of saved layouts, if any. |
Save Layout As |
Allows saving a layout for potential future use. |
Reset Layout |
Resets the layout to the default layout or selected saved layout. |
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.
Output:
The following output fields are available for this report.
Fields | |
Cin7 Core Number |
Identifier for Cin7 Core item |
Xero Number |
Identifier for Xero item |
Sync date |
Data of synchronization |
Sync status |
Sync status, can be Failed, Pending, Skipped, Completed. |
Type |
Type of item. Can be:
|
Consolidated Invoice/Credit Note # in Xero |
Only for Xero consolidated invoices/credit notes if applicable. |
Payment Account |
Payment account name in Cin7 Core if applicable. Only applicable to payments, refunds, customer credits, and supplier deposits. |
Document Link |
Link to document for which payment is applied. Only applicable to payments, refunds, customer credits, and supplier deposits. |
Effective Date |
Date of transaction in Cin7 Core |
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- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
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- Publish to everyone.4.log-2010416261.zip20 KB
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- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB