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Can a synced billing card be edited in Uptick?
Can a synced billing card be edited in Uptick?
If the billing card is synced to the Accounting partner, it cannot be edited in Uptick, so updates must be made in the accounting system and will sync back to Uptick.
Why is My Billing Card Not Syncing with Xero?
Why is My Billing Card Not Syncing with Xero?
There are several reasons why a billing card might not sync correctly with Xero. Here are the most common causes and how to fix them:
No Invoice History in Xero: Xero's API has a specific limitation where it will only sync contacts (billing cards) that have at least one invoice raised against them in Xero. If you have a new contact in Xero that isn't appearing in Uptick, this is the most likely reason.
Solution: Create a $0 or voided invoice for the contact in Xero. This action makes the contact "visible" to the API. After doing this, you can run a manual sync in Uptick, and the billing card should appear.
Sync Token Has Expired: The authorization token that connects Uptick and Xero can expire, which will stop all data from syncing.
Solution: Disconnect and reconnect the Xero integration. Go to Control Panel > Accounting, click the dropdown next to the Edit button for your Xero integration, and select Disconnect. Then, follow the prompts to reconnect.
Duplicate Billing Card Name: Xero requires all contact names to be unique. If you're trying to sync a billing card from Uptick that has the same name as an existing contact in Xero, the sync will fail.
Solution: Ensure the billing card name in Uptick is unique. If a contact with the same name already exists in Xero, you may need to slightly alter the name in Uptick or merge the contacts in Xero before syncing.
Overnight Sync Hasn't Occurred: Uptick performs an automatic sync with accounting partners overnight. If you've recently created the contact in Xero, it may not appear in Uptick until the next day.
Solution: You can either wait for the overnight sync or trigger a manual sync from the Control Panel > Accounting page in the Uptick Web Platform.
Why is a billing card not appearing?
Why is a billing card not appearing?
There are several possible reasons:
The billing card is inactive. The list filters by active status by default, so change the Active filter to No
The billing card was recently created in the accounting partner, thus not created via the overnight sync yet.
Xero-specific limitation. Xero only sends contacts via API if at least one invoice exists against them. Create a $0 invoice in Xero for the contact, then re-run the sync.
Can’t the accounting organisation be changed on a billing card?
Can’t the accounting organisation be changed on a billing card?
To ensure data integrity, changing the accounting organisation on a billing card is not permitted if the billing card has existing synced invoices or credit notes. it is recommended to create a new billing card for a different accounting partner.
Why is the invoice due date showing one day later than expected with ‘days after end of month’ terms?
Why is the invoice due date showing one day later than expected with ‘days after end of month’ terms?
With this setting, the due date is calculated by counting from the 1st of the next month, not the last day of the current month. For example, an invoice dated 2 August with 30 days after end of month terms will be due on 1 October.
How to facilitate cash (COD) payments?
How to facilitate cash (COD) payments?
To handle cash payments, create a dedicated billing card (e.g. named Cash) and assign it to client, property, contract or task.
How do default tax codes on billing cards work?
How do default tax codes on billing cards work?
Setting a default tax code on a billing card will apply that tax rate to all invoice line items are automatically added to an invoice (e.g. items that originate from the performed service tasks on a task). Currently, if any additional invoice line items are manually added to an invoice, the default tax code for your country is applied.