Xero Troubleshooting error messages
"The existing contact with name ‘N1’ cannot be updated to use new name ‘N2’. There is an existing contact with that name.”
"Another contact has this contact number. Please enter a different contact number."
These errors appear when you change the name of a contact in FieldInsight and try to export an invoice with that contact to Xero. You need to change the contact back to original name.
Alternate solution steps:
i) Create new customer 'Test customer for Xero Sync.' / 'Test Account-Customer for Xero Sync.' in FieldInsight. Replace (change) the customer of FieldInsight invoice with 'Test Customer for Xero Sync.' before exporting to Xero.
ii) Export the invoice to Xero
iii) Change customer of that Invoice back to original in Xero & FieldInsight after the sync.
[Note: An entirely new customer 'Test customer for Xero Sync.' has to be created for this workaround.]
"This invoice is locked by Xero because it has an invalid status for modification."
This error appears when there's an FI invoice with same number that is already voided in Xero.
Solution is to create a copy of FI Invoice and export the copy to Xero.
"Xero is not authorized"
Click ‘Authorize’ link in the error message & re-login to Xero.
'The document DueDate field must be specified'
Resolution: Ensure that the invoice being exported to Xero has a Due date.
'One or more line items must be specified'
A blank invoice without any billable item cannot be exported to Xero. At least one billable line item for service/product must be there in the invoice.
'Payments can only be made against Authorised documents'
Click 'Approve' button on FieldInsight invoice page after adding payment and then export the invoice to Xero.
[Note: Export of invoice with payment can only be done once, as Xero does not allow re-export if there's Payment data against an invoice.]
'Item code 'XYZ' is not valid'
To resolve check you account settings in Settings - Integrations - Xero settings, in the popup check that all your accounts are correctly linked to the chart of accounts in Xero