Check your Xero plan. As of September 2021, Xero no longer supports interface connections for Cashbook and Ledger pricing plans. See more information below.
CloudPayroll posts bills to Xero every time you confirm your payroll.
If there is a problem with posting bills to Xero there will be a message on the Payroll Confirm screen in CloudPayroll to help you to correct the coding or to reconnect the interface.
To fix the problem:
1) Go to Payroll > 4.Confirm.
2) Un-confirm payroll and fix the error.
3) Confirm the payroll again to try and post to Xero again.
4) To view your entries, go to Reports > Financial > General Ledger Postings.
Below are the most common issues that can happen during posting to Xero and steps to solve them. Contact our Helpdesk if you are not able to post or reconnect to Xero.
"Posting of General Ledger to Xero was unsuccessful.
Check your Xero plan. As of September 2021, Xero no longer supports interface connections for Cashbook and Ledger pricing plans.
Click here for information about Xero pricing plans.
Please disable the interface between Xero and CloudPayroll to remove this error.
If you are not a Cashbook or Ledger customer, go to Setup > Organisation > Interfaces > Disable > Enable to reconnect your Xero interface in CloudPayroll. Sometimes the connection between CloudPayroll and Xero may drop temporarily, e.g. due to low internet speed.
"Account code 'Missing' is not valid for this document."
You are trying to post a transaction in CloudPayroll to Xero for someone who is missing a cost centre on either their Personal Details or on a transaction. Check the General Ledger Postings report where you can select the 'missing' transaction to see who you need to correct.
"Account Code 'code' is not valid for this document."
You are trying to post a cost centre transaction from CloudPayroll that does not have a corresponding Chart of Account code set up in Xero.
"Invoice not of valid state for modification."
You are trying to update an invoice in Xero that can no longer be updated. The reason could be that the invoice has been set to void or there is a payment associated with the invoice.
"The TaxType code 'taxType' cannot be used with account code 'code."
An incompatible tax type is being posted to an account in Xero.
"Account code 'code' has been archived, or has been deleted."
The Account Code CloudPayroll is trying to post to has been archived or deleted.
"Unable to connect to Xero. Check your Xero interface is setup correctly."
We recommend you go to Setup > Organisation > Interfaces > Disable > Enable to reconnect your Xero interface in CloudPayroll.
Please note: Sometimes, you have to disconnect the interface in Xero first to reconnect the two systems again.
Even when the interface appears connected in CloudPayroll, we suggest you to:
1) Disconnect the interface in CloudPayroll
2) Disconnect the interface in Xero. In Xero > Settings > Connected Apps > CloudPayroll > Disconnect.
3) Log out of all Xero browser tabs on all devices.
4) Log into CloudPayroll > Setup > Organisation > Interfaces > Enable to reconnect.
If the payroll is closed:
To try to repost the bills to Xero again after a failure, go to Reports > History > Payroll History and select the reports button in the last column for the pay period you require the repost bills for. Now below the historical reports for the pay, select the Post Invoices to Xero button.