From 9aab0ebe776b17e668f3df0924a37cc9b3fa5b47 Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Tue, 13 Aug 2024 11:33:44 +1000 Subject: [PATCH 1/8] Update Xero-Troubleshooting.md Adding contents to Xero-Troubleshooting Help Site page, as discussed in this GH - https://github.com/Expensify/Expensify/issues/413228 --- .../connections/xero/Xero-Troubleshooting.md | 35 +++++++++++++++++-- 1 file changed, 33 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index 9c211efbaf24..a9fb2acd110a 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -1,6 +1,37 @@ --- title: Xero Troubleshooting -description: Coming soon +description: More to Come Soon --- -# Coming soon +## Report won’t automatically export to Xero + +If an error occurs during an automatic export to Xero: + +- You’ll receive an email detailing the error. +- The error will appear in the related Workspace Chat, indicated by a red dot next to the report. +- For auto-sync errors, a message will be posted in the related #admins room. The message contains a link to the workspace’s accounting settings where an explanation for the error appears next to the connection. + +An error on a report will prevent it from automatically exporting. + +## How to resolve + +Open the expense and make the required changes. Then an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they’ll select Xero. + +![Insert alt text for accessibility here]({{site.url}}/assets/images/Xero_help_02.png){:width="100%"} + +![Insert alt text for accessibility here]({{site.url}}/assets/images/Xero_help_03.png){:width="100%"} + +## Unable to manually export a report + +To export a report, it must be in the Approved, Closed, or Reimbursed state. If it is in the Open state, clicking Export will lead to a notification that the data is not yet available for export. + +![Insert alt text for accessibility here]({{site.url}}/assets/images/Xero_help_04.png){:width="100%"} + +## How to resolve + +Open the report and make the required changes: + +- If the report is in the Open status, ensure that it is submitted. +- If the report is in the Processing status, an admin or approver will need to approve it. + +Once complete, an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they’ll select Xero. From 8ef57eb02148007cb1f82762a5697202e9b34862 Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Thu, 15 Aug 2024 08:03:07 +1000 Subject: [PATCH 2/8] Update docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md Co-authored-by: Yuwen Memon --- .../new-expensify/connections/xero/Xero-Troubleshooting.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index a9fb2acd110a..9f687173887f 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -17,7 +17,7 @@ An error on a report will prevent it from automatically exporting. Open the expense and make the required changes. Then an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they’ll select Xero. -![Insert alt text for accessibility here]({{site.url}}/assets/images/Xero_help_02.png){:width="100%"} +![App screenshot: Danny's Donuts owes $200, with export option highlighted]({{site.url}}/assets/images/Xero_help_02.png){:width="100%"} ![Insert alt text for accessibility here]({{site.url}}/assets/images/Xero_help_03.png){:width="100%"} From a28074db266e2262a4666ae23b82df05254bc04e Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Thu, 15 Aug 2024 08:03:14 +1000 Subject: [PATCH 3/8] Update docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md Co-authored-by: Yuwen Memon --- .../new-expensify/connections/xero/Xero-Troubleshooting.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index 9f687173887f..44d2a2afbcfb 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -25,7 +25,7 @@ Open the expense and make the required changes. Then an admin must manually expo To export a report, it must be in the Approved, Closed, or Reimbursed state. If it is in the Open state, clicking Export will lead to a notification that the data is not yet available for export. -![Insert alt text for accessibility here]({{site.url}}/assets/images/Xero_help_04.png){:width="100%"} +![App screenshot: Export blocked due to draft or unpaid expenses]({{site.url}}/assets/images/Xero_help_04.png){:width="100%"} ## How to resolve From 312b0b6f2b26ce07e9cb48840f6bd1cfa073ecb8 Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Thu, 15 Aug 2024 08:03:22 +1000 Subject: [PATCH 4/8] Update docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md Co-authored-by: Yuwen Memon --- .../new-expensify/connections/xero/Xero-Troubleshooting.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index 44d2a2afbcfb..27e40b6564ea 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -9,7 +9,7 @@ If an error occurs during an automatic export to Xero: - You’ll receive an email detailing the error. - The error will appear in the related Workspace Chat, indicated by a red dot next to the report. -- For auto-sync errors, a message will be posted in the related #admins room. The message contains a link to the workspace’s accounting settings where an explanation for the error appears next to the connection. +- For auto-sync errors, a message will be posted in the related #admins room. The message contains a link to the workspace's accounting settings where an explanation for the error appears next to the connection. An error on a report will prevent it from automatically exporting. From a0f902501ef3e4ee84c4b27c68694b0dcce8ed5e Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Thu, 15 Aug 2024 08:03:28 +1000 Subject: [PATCH 5/8] Update docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md Co-authored-by: Yuwen Memon --- .../new-expensify/connections/xero/Xero-Troubleshooting.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index 27e40b6564ea..a5b531254120 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -34,4 +34,4 @@ Open the report and make the required changes: - If the report is in the Open status, ensure that it is submitted. - If the report is in the Processing status, an admin or approver will need to approve it. -Once complete, an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they’ll select Xero. +Once complete, an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they'll select Xero. From 3c1b5d4501750ded4122d875e062bbb656aea2e6 Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Thu, 15 Aug 2024 08:33:55 +1000 Subject: [PATCH 6/8] Update docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md Co-authored-by: Yuwen Memon --- .../new-expensify/connections/xero/Xero-Troubleshooting.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index a5b531254120..bf7165c1357f 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -15,7 +15,7 @@ An error on a report will prevent it from automatically exporting. ## How to resolve -Open the expense and make the required changes. Then an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they’ll select Xero. +Open the expense and make the required changes. Then an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they'll select Xero. ![App screenshot: Danny's Donuts owes $200, with export option highlighted]({{site.url}}/assets/images/Xero_help_02.png){:width="100%"} From a15758f080b1fbe812ec188045594fd0d2740198 Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Thu, 15 Aug 2024 08:34:02 +1000 Subject: [PATCH 7/8] Update docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md Co-authored-by: Yuwen Memon --- .../new-expensify/connections/xero/Xero-Troubleshooting.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index bf7165c1357f..0856cfee4247 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -7,7 +7,7 @@ description: More to Come Soon If an error occurs during an automatic export to Xero: -- You’ll receive an email detailing the error. +- You'll receive an email detailing the error. - The error will appear in the related Workspace Chat, indicated by a red dot next to the report. - For auto-sync errors, a message will be posted in the related #admins room. The message contains a link to the workspace's accounting settings where an explanation for the error appears next to the connection. From 68f8b6ccc337f16edef4b6ebac22a279d8964e25 Mon Sep 17 00:00:00 2001 From: Victoria O'Leary <54568958+VictoriaExpensify@users.noreply.github.com> Date: Thu, 15 Aug 2024 08:34:10 +1000 Subject: [PATCH 8/8] Update docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md Co-authored-by: Yuwen Memon --- .../new-expensify/connections/xero/Xero-Troubleshooting.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md index 0856cfee4247..f02541f5396f 100644 --- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md +++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md @@ -19,7 +19,7 @@ Open the expense and make the required changes. Then an admin must manually expo ![App screenshot: Danny's Donuts owes $200, with export option highlighted]({{site.url}}/assets/images/Xero_help_02.png){:width="100%"} -![Insert alt text for accessibility here]({{site.url}}/assets/images/Xero_help_03.png){:width="100%"} +![App screenshot: Export options showing Xero integration and manual entry, with the Xero integration option highlighted]({{site.url}}/assets/images/Xero_help_03.png){:width="100%"} ## Unable to manually export a report