Skip to content

Commit 0891c39

Browse files
stephanieelliottstephanieelliott
committed
Add Xero troubleshooting docs (Expensify Classic)
- Root: Configure, Connect, Xero-Troubleshooting. - Troubleshooting: Auth, Connection, Export, Sync errors, FAQ. - Hub pages already exist on main. Part of Integration Errors Revamp (splitting PR #83106).
1 parent 26ccc41 commit 0891c39

30 files changed

Lines changed: 2506 additions & 0 deletions

‎docs/articles/expensify-classic/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO01-Error.md‎

Lines changed: 61 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,61 @@
1+
---
2+
title: XERO01 Error in Xero Integration
3+
description: Learn what the XERO01 error means and how to resolve connection issues between Expensify and Xero.
4+
keywords: XERO01, Xero connection error, unable to complete action to Xero, Expensify Xero integration error, Xero sync issue, Workspace Admin
5+
internalScope: Audience is Workspace Admins using the Xero integration. Covers resolving the XERO01 error caused by connection issues between Expensify and Xero. Does not cover specific Xero permission or configuration troubleshooting steps.
6+
---
7+
8+
# XERO01 Error in Xero Integration
9+
10+
If you see the error:
11+
12+
XERO01 Error: Unable to complete action to Xero. Please reach out to Concierge for additional assistance.
13+
14+
This means there is a connection issue between Expensify and Xero.
15+
16+
This error prevents the report or transaction from syncing successfully to Xero.
17+
18+
---
19+
20+
## Why the XERO01 Error Happens in Xero
21+
22+
The XERO01 error typically indicates a disruption in communication between Expensify and Xero.
23+
24+
This may be caused by:
25+
26+
- An expired or disconnected Xero connection.
27+
- Authentication issues.
28+
- Changes to Xero organization permissions.
29+
- Temporary service interruptions.
30+
31+
Because this error relates to the integration connection itself, it cannot be resolved directly from the report.
32+
33+
This is a connection issue, not a report data or category configuration error.
34+
35+
---
36+
37+
## How to Fix the XERO01 Error
38+
39+
First, you can retry the export in case the issue was temporary.
40+
41+
If the error persists:
42+
43+
Reach out to **Concierge** and include:
44+
45+
- The full error message.
46+
- The report name or report ID.
47+
- The approximate time the export was attempted.
48+
49+
Concierge will review the Xero connection, check authentication and permissions, and help restore the integration so you can successfully complete the action.
50+
51+
---
52+
53+
# FAQ
54+
55+
## Should I Retry the Export Before Contacting Concierge?
56+
57+
Yes. If the issue was temporary, retrying the export may resolve it. If the error continues, contact Concierge.
58+
59+
## Does the XERO01 Error Affect All Exports?
60+
61+
It can. If the Xero connection is disrupted, multiple exports may fail until the connection is restored.

‎docs/articles/expensify-classic/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO11-Sync-Error.md‎

Lines changed: 72 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,72 @@
1+
---
2+
title: XERO11 Sync Error in Xero Integration
3+
description: Learn what the XERO11 sync error means and how to reconnect your Xero account when the connection has expired.
4+
keywords: XERO11, Xero connection expired, reconnect Xero Expensify Classic, Xero sync error, Expensify Xero integration, Workspace Admin
5+
internalScope: Audience is Workspace Admins using the Xero integration. Covers resolving the XERO11 sync error caused by expired Xero credentials and reconnection steps. Does not cover Xero export mapping or permission configuration.
6+
---
7+
8+
# XERO11 Sync Error in Xero Integration
9+
10+
If you see the error:
11+
12+
XERO11 Sync Error: The connection to Xero has expired. Please follow prompts in the workspace to reconnect.
13+
14+
This means the authentication credentials for your Xero connection have expired.
15+
16+
Until the connection is reauthenticated, syncing and exports to Xero will fail.
17+
18+
---
19+
20+
## Why the XERO11 Sync Error Happens in Xero
21+
22+
The XERO11 error typically indicates:
23+
24+
- The Xero authentication token has expired.
25+
- The Xero connection was revoked or disconnected.
26+
- Xero requires reauthentication to maintain a secure connection.
27+
28+
Xero periodically requires reauthorization to keep the integration active.
29+
30+
This is a connection authentication issue, not an export mapping or permission configuration error.
31+
32+
---
33+
34+
## How to Fix the XERO11 Sync Error
35+
36+
Follow the steps below to reconnect the Xero integration.
37+
38+
### Reconnect the Xero Integration in the Workspace
39+
40+
1. Go to **Settings > Workspaces**.
41+
2. Select your Workspace.
42+
3. Click **Accounting**.
43+
4. Click **Sync Now**.
44+
5. When prompted, click **Reconnect**.
45+
6. Log in using the Xero admin credentials that were originally used to set up the connection.
46+
7. Authorize the connection.
47+
48+
Once reconnected, the integration will refresh and syncing can resume.
49+
50+
### Retry the Sync or Export
51+
52+
1. Go to **Settings > Workspaces**.
53+
2. Select your Workspace.
54+
3. Click **Accounting**.
55+
4. Click **Sync Now** again.
56+
5. Retry exporting any reports that previously failed.
57+
58+
---
59+
60+
# FAQ
61+
62+
## Do I Need Admin Access to Reconnect Xero?
63+
64+
Yes. You must use the Xero account with admin permissions that was originally used to connect the Workspace to Xero.
65+
66+
## Will Previously Failed Exports Sync Automatically?
67+
68+
After reconnecting, you may need to manually retry exporting any reports that failed while the connection was expired.
69+
70+
## Does This Error Affect All Exports?
71+
72+
Yes. While the connection is expired, all Xero syncs and exports will fail until the integration is reauthenticated.

‎docs/articles/expensify-classic/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO45-Sync-Error.md‎

Lines changed: 99 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,99 @@
1+
---
2+
title: XERO45 Sync Error in Xero Integration
3+
description: Learn what the XERO45 sync error means and how to disconnect and reconnect Xero to restore syncing.
4+
keywords: XERO45, Xero invalid authentication token, disconnect Xero Workspace, reconnect Xero Workspace, Expensify Xero integration, Workspace Admin
5+
internalScope: Audience is Workspace Admins using the Xero integration. Covers resolving the XERO45 sync error caused by expired or invalid authentication tokens and reconnection steps. Does not cover Xero export mapping configuration.
6+
---
7+
8+
# XERO45 Sync Error in Xero Integration
9+
10+
If you see the error:
11+
12+
XERO45 Sync Error: Unable to sync Xero data due to an invalid authentication token. Please disconnect and reconnect Xero in the workspace.
13+
14+
This means the authentication token connecting the Workspace to Xero has expired or is no longer valid.
15+
16+
Until the connection is refreshed, syncing will fail.
17+
18+
---
19+
20+
## Why the XERO45 Sync Error Happens in Xero
21+
22+
The XERO45 error typically indicates:
23+
24+
- The Xero authentication token has expired.
25+
- The Xero connection was revoked or changed.
26+
- Xero requires reauthorization to restore access.
27+
28+
When the token is invalid, Expensify cannot access Xero data.
29+
30+
This is a connection authentication issue, not a Xero export mapping configuration error.
31+
32+
---
33+
34+
## How to Fix the XERO45 Sync Error
35+
36+
Follow the steps below to disconnect and reconnect the Xero integration.
37+
38+
### Save Your Workspace Configuration
39+
40+
Before disconnecting:
41+
42+
1. Go to **Settings > Workspaces**.
43+
2. Select your Workspace.
44+
3. Click **Accounting**.
45+
4. Click **Configure**.
46+
5. Review and note the settings in:
47+
- **Export**
48+
- **Coding**
49+
- **Advanced**
50+
51+
Disconnecting removes imported data and settings.
52+
53+
### Disconnect Xero from the Workspace
54+
55+
1. Go to **Settings > Workspaces**.
56+
2. Select your Workspace.
57+
3. Click **Accounting**.
58+
4. Click **Configure**.
59+
5. Click **Disconnect from Xero**.
60+
6. Confirm by clicking **Disconnect**.
61+
7. Refresh the page to confirm the connection is fully removed.
62+
63+
### Reconnect to Xero
64+
65+
1. Click **Connect to Xero**.
66+
2. Log in using the Xero admin credentials originally used to set up the connection.
67+
3. Authorize the connection.
68+
4. Complete the connection flow.
69+
70+
### Reapply Configuration if Needed
71+
72+
If settings were cleared during disconnection:
73+
74+
1. Reapply the configuration based on your saved notes.
75+
2. Click **Save**.
76+
77+
### Retry the Sync
78+
79+
1. Go to **Settings > Workspaces**.
80+
2. Select your Workspace.
81+
3. Click **Accounting**.
82+
4. Click **Sync Now**.
83+
5. Retry any failed exports.
84+
85+
---
86+
87+
# FAQ
88+
89+
## Do I Need Xero Admin Access to Reconnect?
90+
91+
Yes. You must use Xero admin credentials to reauthorize the connection.
92+
93+
## Will Disconnecting Remove Imported Data?
94+
95+
Yes. Disconnecting clears imported data and settings, which is why saving your configuration beforehand is recommended.
96+
97+
## Does This Error Affect All Syncs?
98+
99+
Yes. While the authentication token is invalid, all Xero syncs and exports will fail until the connection is restored.

‎docs/articles/expensify-classic/connections/xero/Troubleshooting/Authentication-and-Login-errors/XERO84-Sync-Error.md‎

Lines changed: 71 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,71 @@
1+
---
2+
title: XERO84 Sync Error in Xero Integration
3+
description: Learn what the XERO84 sync error means and how to select the correct Xero organization for your Workspace before retrying the sync.
4+
keywords: XERO84, Xero organization not selected, select Xero company Workspace, Xero sync error organization, Expensify Xero integration, Workspace Admin
5+
internalScope: Audience is Workspace Admins using the Xero integration. Covers resolving the XERO84 sync error caused by a missing Xero organization selection. Does not cover authentication token or export mapping issues.
6+
---
7+
8+
# XERO84 Sync Error in Xero Integration
9+
10+
If you see the error:
11+
12+
XERO84 Sync Error: There was a problem syncing Xero data. Please select which Xero organization or company this workspace should sync with.
13+
14+
This means the Workspace is connected to Xero, but no specific Xero organization is selected.
15+
16+
Until an organization is selected, syncing cannot proceed.
17+
18+
---
19+
20+
## Why the XERO84 Sync Error Happens in Xero
21+
22+
The XERO84 error typically indicates:
23+
24+
- The Workspace is successfully connected to Xero.
25+
- No **Xero organization** has been selected in the configuration.
26+
- Expensify does not know which Xero company to sync with.
27+
28+
Without an organization selected, all sync attempts will fail.
29+
30+
This is an organization selection issue, not an authentication token or export mapping error.
31+
32+
---
33+
34+
## How to Fix the XERO84 Sync Error
35+
36+
Follow the steps below to select the correct Xero organization.
37+
38+
### Select the Xero Organization in the Workspace
39+
40+
1. Go to **Settings > Workspaces**.
41+
2. Select your Workspace.
42+
3. Click **Accounting**.
43+
4. Click **Configure**.
44+
5. Open the **Export** tab.
45+
6. At the top of the window, select the correct **Xero organization** from the dropdown menu.
46+
7. Click **Save**.
47+
48+
### Retry the Sync
49+
50+
1. Go to **Settings > Workspaces**.
51+
2. Select your Workspace.
52+
3. Click **Accounting**.
53+
4. Click **Sync Now**.
54+
55+
If the correct organization is selected, the sync should complete successfully.
56+
57+
---
58+
59+
# FAQ
60+
61+
## Why Don’t I See My Xero Organization in the Dropdown?
62+
63+
Make sure you are logged in with a Xero account that has access to the organization. If needed, disconnect and reconnect using the correct Xero admin account.
64+
65+
## Do I Need Xero Admin Access to Select the Organization?
66+
67+
Yes. The connected Xero account must have access to the organization you want to sync with.
68+
69+
## Does This Error Affect All Syncs?
70+
71+
Yes. Until a Xero organization is selected, all sync attempts for that Workspace will fail.

‎docs/articles/expensify-classic/connections/xero/Troubleshooting/Connection-errors/XERO01-Error.md‎

Lines changed: 61 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,61 @@
1+
---
2+
title: XERO01 Error in Xero Integration
3+
description: Learn what the XERO01 error means and how to resolve connection issues between Expensify and Xero.
4+
keywords: XERO01, Xero connection error, unable to complete action to Xero, Expensify Xero integration error, Xero sync issue, Workspace Admin
5+
internalScope: Audience is Workspace Admins using the Xero integration. Covers resolving the XERO01 error caused by connection issues between Expensify and Xero. Does not cover specific Xero permission or configuration troubleshooting steps.
6+
---
7+
8+
# XERO01 Error in Xero Integration
9+
10+
If you see the error:
11+
12+
XERO01 Error: Unable to complete action to Xero. Please reach out to Concierge for additional assistance.
13+
14+
This means there is a connection issue between Expensify and Xero.
15+
16+
This error prevents the report or transaction from syncing successfully to Xero.
17+
18+
---
19+
20+
## Why the XERO01 Error Happens in Xero
21+
22+
The XERO01 error typically indicates a disruption in communication between Expensify and Xero.
23+
24+
This may be caused by:
25+
26+
- An expired or disconnected Xero connection.
27+
- Authentication issues.
28+
- Changes to Xero organization permissions.
29+
- Temporary service interruptions.
30+
31+
Because this error relates to the integration connection itself, it cannot be resolved directly from the report.
32+
33+
This is a connection issue, not a report data or category configuration error.
34+
35+
---
36+
37+
## How to Fix the XERO01 Error
38+
39+
First, you can retry the export in case the issue was temporary.
40+
41+
If the error persists:
42+
43+
Reach out to **Concierge** and include:
44+
45+
- The full error message.
46+
- The report name or report ID.
47+
- The approximate time the export was attempted.
48+
49+
Concierge will review the Xero connection, check authentication and permissions, and help restore the integration so you can successfully complete the action.
50+
51+
---
52+
53+
# FAQ
54+
55+
## Should I Retry the Export Before Contacting Concierge?
56+
57+
Yes. If the issue was temporary, retrying the export may resolve it. If the error continues, contact Concierge.
58+
59+
## Does the XERO01 Error Affect All Exports?
60+
61+
It can. If the Xero connection is disrupted, multiple exports may fail until the connection is restored.

0 commit comments

Comments
 (0)