Enjoy an effortless export experience
Go to Bookkeep > Prepare.
Prepare your payables and click on "mark as ready".
Go to Bookkeep > Export
Select the time frame for which you want to export payables. Remember that you need to look up invoices by their issue date, or expense claims by the date of expense.
Click the button "push to Xero"
Wait for the confirmation message.
Learn more :
... with a much better management of export failures
Troubleshooting: Common Issues and Diagnoses
If some of your purchases fail to export to Xero, you will see a callout on the Bookkeep>Export page, like this: Some common causes include incorrect connections between Xero and Spendesk, outdated chart of accounts mapping, or temporary syncing errors. Refer to the detailed list of error diagnoses outlined in this guide for further clarification.
Click the button "Review" and you will be able to review the errors on each failed export. Please read the export error carefully and follow any guidance from the message. If errors persist, check whether the affected payable has incomplete chart of account mappings or if it's linked to a locked accounting period in Xero. Accurate diagnosis will help fix the issue.
Here are 2 other tips you can follow to try to fix the export errors:
Send back to Prepare
If the payable has wrong chart of account information, then you should :
- Click the button "send back to prepare" in the error modal. The purchase will be sent back to the Bookkeep > Prepare tab so that you can edit it.
- Go to Settings > Accounting and click "refresh accounting settings".
- Go to Bookkeep > Prepare, edit the purchase that failed to export previously and mark it as ready.
- Go to Bookkeep > Export and try to export it again.Mark as "manually accounted"
If the invoice date of a purchase belongs to a locked period in Xero, you won't be able to export it from Spendesk to Xero. The workaround is the following :
- You should click the button "mark as manually accounted" so that this purchase is artificially marked as exported in Spendesk. The idea is to take it out from the Prepare and Export tabs.
- Then you can import this purchase manually in Xero. You can also use this process if you're stuck from exporting a purchase to Xero for unknown reasons.