Xero
Integration between DDCMS and Xero.
By Ollie and 2 others3 authors51 articles
Set up & configuration
Set up and configure your Xero experience.
- Xero User GuideA guide to set up your Xero Middleware.
- Xero Integration – Before you get startedCheck system requirements, account limits, and contract type restrictions before setting up the Xero Middleware integration.
- Xero Integration - FAQsCommonly asked questions about the Xero Integration.
- Xero Integration – Link to your Access PaySuite DDCMS AccountConnect your Xero account to Access PaySuite DDCMS to simplify and streamline your payments workflow.
- Xero Integration - Link to your Xero accountConfigure your Xero account.
- Xero Integration - Create a clearing accountSet up a clearing account for your middleware.
- Xero Integration - Setting up two-step reconciliationConfiguring two-step authentication to reconcile Xero invoices in the Middleware.
- Xero Integration – Manage ContractsAn overview of the Manage Contracts section in Xero Middleware, including how to access it and its key features.
- Xero Integration - Sales Invoice only Xero user cannot access the MiddlewareThe Xero Middleware only allows standard and adviser user roles to link customers.
- Xero Integration - Payment discrepancy notificationsEnable payment discrepancy email notifications, including email formatting requirements.
Customer setup & linking
Setting up your customers
- Xero Integration - Add a customerAdding a new customer in the middleware.
- Xero Integration - Manage customersCustomer management using Xero.
- Xero Integration – Link existing customers to XeroLink existing Access PaySuite DDCMS customers to their matching Xero contacts.
- Xero Integration – Fix payer linking issuesA troubleshooting guide to identify and resolve payer linking issues that prevent Direct Debit payments from being collected in Xero.
- Xero contact has signed up for DD via their invoice but I can't find them in DDCMSA company visible in Xero but not in DDCMS.
- Xero Integration - My customer creating their Direct Debit?Creating a Direct Debit contract from signing up or the Pay now button.
- Xero Integration - Update the bank details of a customer at a later dateModifying customer bank details at a future date.
- Xero Integration - Add an additional direct debit to a customerCollecting an additional payment or direct debit using Xero.
- Xero Integration - How to reactivate a customer that is linked in Xero?Restarting a cancelled customer in Xero.
- Xero contact changes and Direct Debit collection in DDCMSChanges to invoice contacts in Xero can affect how Direct Debit payments are allocated in Access PaySuite DDCMS. Follow the correct process to ensure payments are matched accurately to the…
- Xero Integration - Edit or cancel invoicesModifying or cancelling your invoices in Xero.
- Xero Integration – Invoice not scheduled for collectionReasons your Xero invoice is not syncing with Access PaySuite DDCMS.
- Xero Integration – Payment not scheduled after Direct Debit setupResolve situations where a Direct Debit is set up but no payment is scheduled in Access PaySuite DDCMS.
- Xero Integration - Invoice linked to wrong contractResolve invoices that have been linked to the wrong Direct Debit contract.
- Xero Integration - Is it possible to flag some invoices to not be collected by Direct Debit?Not processing a payer's invoices via Direct Debit.
- Xero Integration - Do I select the Access PaySuite Payment Service for individual invoices?Configuring Xero Middleware settings for Access PaySuite Payment Service.
- Xero Integration - When are the payments for new invoices created in DDCMS?New invoices captured by the Middleware.
- Xero Integration - Invoice scheduled for collection on incorrect dateInvoice assigned an incorrect collection date.
- Xero Integration – Payments not collecting from XeroOutlines the key checks to complete when Direct Debit payments aren't collecting from Xero.
- Xero Integration - Invoice payment not scheduled in DDCMS for a newly linked Xero contactLinking a Xero contact to a Direct Debit in Xero – Invoice not scheduled in DDCMS or assigned to the incorrect Direct Debit.
Payment status, credit notes & failed payments
Everything you need to know about your invoices and payments.
- Xero invoice not marked as paid although payment has been collectedXero invoices still pending after Direct Debit (DD) collection.
- Xero Integration - ARUDD in DDCMS but invoice not marked as unpaid in XeroInvoice still marked as paid.
- Xero Integration - Invoice status updated too early in MiddlewarePayments marked as paid in Xero but unpaid in DDCMS.
- Xero Integration - Paid Invoice showing on Pending tab in MiddlewareDirect Debit payment successfully collected but still displayed as pending in the Xero Middleware.
- Xero Integration - When are payments marked as paid in Xero?Find out when payments should be changed to showing as paid in Xero.
- Xero Integration - Apply a credit note to an invoice in XeroApplying a credit note to an invoice in Xero.
- Xero Integration - Payment not updated in DDCMS after invoice updateCredit note applied to an invoice but payment amount not updated in DDCMS.
- Xero Integration - Invoice disbursal showing within incorrect account in XeroMy Direct Debit funds from invoices are showing in the wrong account in Xero.
- Xero represent and collecting failed paymentsView failed payments in Xero and collect failed represented payments.
- Invoice payment in Xero recollection or resubmission not possible after success or failureIn Xero, once an invoice payment has either succeeded or failed, it can't be recollected or resubmitted.
Reconciliation errors
Reconcile in Xero.
- Xero Integration - Check paymentsChecking received payments or invoice payments that have been successful.
- Xero integration: Unable to reconcile payments between DDCMS and XeroTroubleshooting payment reconciliation issues between Access PaySuite DDCMS and Xero.
- Xero integration: Understanding the reconciliation days field in MiddlewareReconciliation Days field within the middleware explained.
Connection errors
Fix possible errors occurring in Xero.
- Xero Integration - Connection lostReceiving a connection warning in the Xero middleware.
- Xero Integration - Error - 'Sorry but we have encountered an error' when signing up for the Direct DebitAn error occurring when signing up a Direct Debit.
- Xero Integration - Cannot log into the Middleware after updating my emailA blank screen shows in Xero after updating email addresses.
- Xero Integration: 500 Server Error or 504 Gateway Time-out when trying to load the Import pageThe import page is not loading for bulk linking.
- Xero Integration: 500 error logging into the Xero MiddlewareError during signing in process.
- Xero Integration - Disabling AutoLink against a contact on the Import page doesn't permanently save if I log outIssues with AutoLink on the Import Page.
- Xero Integration: 500 server error when bulk linking suggested contractsError when bulk linking suggested contracts.
- Xero integration: Reconnect Middleware to XeroReconnecting Middleware to Xero if it has been disabled.