Syncing with Wise-Sync (Unposted Items)

Wise-Sync will post to Xero any unposted Items, based on the selections made on the following screen. You can choose whether you will sync Invoices or Procurement (Purchase Orders) at the time.

You can refer to the Accounting Interface screen in ConnectWise to determine which records will be posted to Xero. Any unposted items which are referenced in the Accounting Interface screen will then be batched individually through to Xero. Records created in Xero are automatically Approved.

Syncing Unposted Items

  1. Select the company you wise to Sync to
  2. Click on the any of the Sync Unposted Items Tab (if not already selected)

    - Invoices

    - Procurement/Inventory

    - Expenses

    - Payments

  3. Press the Sync {recordtype} button.
  4. Review the Results

Note:

Wise-Sync batches any unposted records which are visible in the ConnectWise Accounting Interface. 99% of all errors in the sync process, will relate to one of the following issues, so be sure to review the Getting Started guide, to ensure that you have completed the setup Process.

P
Paul is the author of this solution article.

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