Does your data look wrong? If your figures aren’t matching what you see in Xero, here’s what to check.
Tax Inclusive or Exclusive?
The first thing to check is whether your dashboard is set to “tax inclusive” or “tax exclusive”.
In Xero, if you’re looking at the repeating invoices list, the “Amount” column shows the tax inclusive amount. So for BeanBox to match, be sure it is set to tax inclusive. (See how)
Invoice date or due date?
In Xero, the repeating invoices screen will show the “next invoice date” in a column. If you’re using this to check against the figures in BeanBox, make sure your BeanBox dashboard is set to “invoice date” not “due date”. (See how)
New invoice not showing up?
If a new invoice you’ve just created is not showing up, even after doing a manual sync, it could be because you made an edit to the invoice after it was first created, and due to a quirk in Xero, Xero now only tells us the next invoice date, not the first one. See this article for more info: Two Times You Should Trigger a Manual Sync.
Just joined BeanBox and the previous month’s figures look wrong?
If you’re just joined BeanBox and the figures for the previous months look wrong, it is due to a limitation in how Xero provides the data for repeating invoices that have been edited. You can read more here: Why aren’t my historical figures perfectly accurate?
Updated an invoice in Xero but old figure showing in BeanBox?
If you made a change to a repeating invoice in Xero but are still seeing the old figure in BeanBox, that might happen for a couple of reasons:
- If you changed the invoice that was generated in Xero, and not the underlying repeating invoice template, that edited figure doesn’t pull through to BeanBox. BeanBox only looks at repeating invoice templates and then bases the forecast (and history) off that.
- If you changed the repeating invoice template, on the same day that it was next due to trigger, then BeanBox will have recorded the original value, and Xero will only tell BeanBox about the new value from the next invoice.
- If you edited a repeating invoice the day before it was due to trigger, but then the BeanBox daily sync to Xero didn’t happen until after the date changed to the next trigger date, BeanBox will then have recorded the original amount and will have picked up the new amount on sync, which will show for the next time the invoice triggers. If you edit a repeating invoice the day before it is due, we recommend triggering a manual sync to make sure BeanBox gets the updated figure before the trigger date. See this article for more info: Two Times You Should Trigger a Manual Sync.
Something else?
Hopefully one of the suggestions above solves the problem. But if not, send our support team a message along with a screenshot from Xero showing what is different, and we’ll be happy to dig further into it for you to find out why.