The My Accounting Toolbox dashboard page is a power tool to help you manage your sync.
Once My Accounting Toolbox is set up your dashboard screen will now show each of the products you have set up. To set up a new product you can select Add a New Product under the Products heading in the navigation bar.
Select View Dashboard to open your dashboard page.
Starting the Sync
To start your sync change the status from Paused to Active.
If you have an open sync issue the status will appear in red with the number of sync issues detected. You can click on that button to show just sync issues on the My Accounting Toolbox dashboard page.
The dashboard page has three tab pages to choose from these are Invoices, Purchase Orders, Sync Logs.
This will show a record of the last 1000 invoices that have been sync'd into your Xero account.
The status of a invoice can be either the following:
- Pending Sync: The invoice metadata has been downloaded and is waiting for the sync engine to process the data into Xero.
- Fault: The invoice has some reason why invoice wasn't able to sync.
- Skipped Over: The invoice has been selected to be skipped and won't be sync'd.
- Processing Now: The invoice is currently being sync'd into Xero.
- Diagnostic Mode: A trace has been run on the invoice to investigate issues with it by our engineering team.
Pending Sync example
Unlike invoices, purchase orders don't download meta data before they complete the sync. They will always pull down from Autotask in one complete process. Purchase orders will only pull down if there are no new invoices to sync at the time.
These are the raw logs of your sync process as it runs. Use the search box to narrow the search paramaters for date, log or autotask ID.
Viewing original Xero and Autotask Invoices
Click on the blue button in the sync history to view the invoices from both Autotask and Xero. Please note the Autotask invoice is an HTML copy and some styling might be missing.
Exporting a copy the sync'd invoices
Click the buttons above the data grid to export the list into the supported export formats
Searching for sync'd invoices
Use the search box to dynamically filter the grid of invoices based on the search criteria.
Re-sync an existing invoice
Warning: this can cause duplicates in Xero.
If, for any reason, you want to pull down a previously sync'd invoice or the invoice is in a fault status and you want to try again, you can follow these instructions:
Step 1: Click on the invoice status button.
Step 2: Click resync this invoice to request the invoice be downloaded again.
The status will change to Pending Sync - please allow for up to 30 seconds to trigger a resync.
View the sync progress for a invoice
Click on the status button from the Invoices or Purchase orders tab.
The logs will give a step through log of events as it syncs the invoice. Any errors or issues will also be displayed.
On demand Syncs
Please note this feature is not available on all pricing plans.
From the Sync Logs tab, select the Sync Now button.
Refreshing the logs in real-time
To refresh the logs please use the refresh buttons and not the browser refresh.