If you're experiencing issues reconciling payments between Access PaySuite DDCMS and Xero, there are several common areas to check. This guide outlines key troubleshooting steps and what to do if inconsistencies persist.
📌Note: If you believe there is an error, please contact our Access Digital Assistant for support. If the assistant is unable to resolve your query, you're connected to a support agent for further investigation.
Area to check | What to review | Why it matters |
Amendments made in Access PaySuite DDCMS | Have you updated the payment directly in Access PaySuite DDCMS instead of adjusting the invoice in Xero? | All changes must be made on the Xero invoice. Access PaySuite DDCMS automatically updates the payment when the invoice is amended - as long as it's done before lead times. |
Payment collection timing | When was the payment collected? | Ensure you've allowed enough working delay days between Direct Debit collection and transfer to your clearing account, based on your configured lead times. |
Manual reconciliation | Did you manually reconcile the payment in Xero? | If Access PaySuite disbursed the funds, reconciliation should occur automatically. Manual reconciliation can create discrepancies. |