Help Center
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Getting Started with Wise-Sync and ConnectWise Manage
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Welcome to Wise-Sync for ConnectWise Manage
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Getting Started - ConnectWise API
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Getting Started - Accounting Package Setup
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Getting Started - ConnectWise Foundation Setup
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Getting Started - ConnectWise GL Mapping
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Getting Started - Wise-Sync Setup
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Getting Started - ConnectWise Expenses
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Getting Started - Advanced Feature Setup
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Migrating to Wise-Sync from a previous sync tool
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Welcome to Wise-Sync for ConnectWise Manage
-
Wise-Sync Errors and Troubleshooting
-
Sync Errors - Inventory
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync Errors and Troubleshooting
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Known Issues
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Known Issues (Resolved)
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Xero Errors
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
QBO Errors
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Sync Errors - Inventory
-
Incident Reports
-
Incidents
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Incidents
-
Wise-Sync Release Notes
-
Wise-Sync Release Notes (2020+)
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync Release Notes (2019)
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync Release Notes (2018 and older)
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync Release Notes (2020+)
-
Wise-Sync User Management
-
Creating/Maintaining Users
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Two Factor Authentication
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Creating/Maintaining Users
-
Freshdesk Support Portal Help
-
Emails from Support
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Emails from Support
-
Webinars & Video Resources
-
Webinar Schedules
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Previous Open Mic Webinars - US/UK
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Previous Open Mic Webinars - AU/NZ
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Webinar Schedules
-
Wise-Pay Errors and Known Issues
-
Unprocessed Payments
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Xero Known Issues
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Unmatched Payments
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Pay Errors
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Known Issues
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Unprocessed Payments
-
Wise-Pay Integration
-
Wise-Pay Integration
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Pay Integration
-
Syncing with Wise-Sync
-
Syncing with Wise-Sync
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync Samples
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Glossary of Terms
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
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Best Practices & Tips and Tricks
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
General Questions
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
FAQ
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync - Special Features
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Source Default Folder
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync for Xero
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Wise-Sync for Quickbooks Online
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)
-
Syncing with Wise-Sync
Known Issues
- Known Issue: Real-Time Sync Callbacks Failing after Mass Invoice (Email) Update
- Known Issue - Business Validation Error: You must specify a transaction amount that is 0 or greater.
- Known Issue: Duplicate Sales Tax being Calculated in Total on a Purchase Order
- Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
- Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
- Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
- Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
- Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"
- Known Issue > Currency on Invoices > Inventory
- Known Issue: ConnectWise Member Details are invalid after v2018.1
- Expenses Known Issue > Unapproved Expenses Batching to Xero
- Known Issue - Tax Code Changes for Purchase Orders (ConnectWise: v2016.6).
- Known Issue > Error Message: Account Period Closed.
- Known Issue - Purchase Order Tax not calculated correctly
- Known Issues > Connection Failure due to SSL Issues (On-Premises Only)
- Known Issue - Connectwise 2016.5 issue Security Roles Blocking some Users
- Known Issue> Expense Tax Mapping > Does not preserve Tax Amount
- Known Issue > v2016.3 > PO tax issue - ensure PO tax not selected
- Known Issue: ConnectWise Member Details are invalid after v2016.4 Upgrade
- Known Issue > v2016.3: Purchase Order Tax - Causes Create Batch Failure
- Known Issues
- Known Issue > A Credit Note is coming through with the PO Date instead of the Ship Date
- Known Issue - ConnectWise Inventory Transfer using Incorrect Catalog Cost
- (Resolved) Known Issue: Batch ID is not being added to product related GL entries
- Known Issue - 2020.4 - Failed to Retrieve Tax Code, when Tax Code is NULL
- Known Issue: Unposted Expenses are not Syncing when the Ticket where the Expense Records is not Close
- Known Issue: API 500 Errors (Xero Issue: CX0011367357)