Every invoice tells you exactly where it stands with Xero, and every sync is recorded so you can always see what happened and when.

​
The Xero bar on each invoice

Invoices that sync with Xero show a Xero bar at the top of the invoice:

The Xero bar shows the invoice's current status and actions

Select Refresh to check the invoice against Xero. Select Send to Xero before its first send. Once it has a Xero copy, select Sync with Xero to send changes or retry after a fix.

​
Sync History on the invoice

Select Sync History to see everything that has ever happened between this invoice and Xero - the invoice itself, its payments and its credit notes, in time order:

Sync History lists every action for the invoice, its payments and credit notes

Each row shows the direction (To Xero or From Xero), the action, whether it succeeded, and a plain description. The record is permanent - it keeps the full story even for payments or credit notes that were later deleted, and it stays readable while Xero is disconnected.

​
The settings page

Settings → Integrations gives you the organisation-wide picture.

​
Anything that needs you

When Xero refuses an invoice or something needs a decision, a banner counts the invoices that need your attention. Select See what needs fixing for the list - each invoice is named with a specific explanation of what happened and what to change:

Each invoice that needs attention comes with its own explanation and fix

Fix the cause, then select Sync now in the See what needs fixing window to start another organisation-wide sync. To retry one invoice only, open it and use its Xero button.

​
Run history

The history section shows each time AdviserAide checked or updated Xero - when it happened, what started it, and whether it succeeded. Open an entry to see the individual actions. Open a run to see the individual actions it performed:

Every sync run is recorded with its outcome

​
The notification bell

The bell’s Xero tab mirrors the needs-attention list, so you can spot a sync problem from anywhere in AdviserAide and jump straight to the invoice:

Xero sync issues are also one click away from the notification bell