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Troubleshoot common Xero integration issues

  • Updated

Use this guide to quickly resolve common Xero–MRI Vault integration problems: reconnecting Xero, re-pushing invoices, understanding sync timing, and fixing typical error messages.

This article covers:

Reconnect or disconnect Xero

  • Go to: Office Integrations > Xero
  • To disconnect, select Disconnect from Xero
    Disconnect.png
  • To reconnect, select Connect to Xero, sign in, and grant access
Note: If you haven’t processed data for 90 days, the connection auto-expires. Simply reconnect.

Troubleshoot Xero settings stuck on loading

  • On the Xero integration page, check for any message indicating a connection problem
  • Select Disconnect from Xero
  • Select Connect to Xero, sign in, and re-authorise
Tip: Clear your browser cache or open a new incognito window if the page still doesn’t load after reconnecting.

Understand when data syncs

  • By default, MRI Vault only syncs when you select Send to Xero in the Pending Queue
    Pending-queue.png
  • If Automation is enabled, Vault checks every ~5 minutes and processes available transactions

Fix common errors

  • “The document date cannot be before the period lock date … / before the end of year lock date …”
    • Cause - The unconditional/settlement date is in a locked period in Xero
    • Fix - Adjust the transaction date outside the locked period or update Xero lock settings. You cannot auto-create an invoice into a locked period

Previously updated pay run differs from the current pay run

  • Cause - A settlement was reversed after it updated a salesperson’s previous pay run. Closed pay runs cannot be updated
  • Fix - Manually adjust the salesperson’s payslip directly in Xero

Unable to find/create a draft pay run

  • Cause - The transaction’s date range has no draft pay run in Xero
    Draft-pay-run.png
  • Fix - Create the corresponding draft pay run in Xero first, then resend from MRI Vault

Invoice is missing a line item

  • Cause - Not all items are mapped under Match Chart of Accounts
  • Fix - Go to: Office Integrations > Xero > Match Chart of Accounts and ensure all line types are mapped
    Match-chart.png
  • Resend the transaction

Advertising invoices: pushing and payments

Pushing an advertising invoice again creates a new invoice in Xero; previously pushed invoices cannot be updated.

  • If Integrate Payments is enabled, partial or full payments/credits in Xero automatically apply to the corresponding MRI Vault advertising invoice (Office Integrations > Xero)
    Integrate-payments.png

What's next?

Learn about the other integrations supported by MRI Vault.

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