Prepayments/ Overpayments in Xero

Although Prepayments/ overpayments are types of payments recognized by Enrolmy, if they are not attached to an invoice Enrolmy does not know about them

The immediate steps you can take to troubleshoot to identify the reason for the differences are:

• Download the Activity Statement from Enrolmy and from Xero. Please see this help guide on where to find activity statements: When & How To Use Activity Statements

• Compare them line by line and identify payments and invoices that do not match and if there are any prepayments or overpayments

Invoices/credit notes have not gone to Xero

You will NOT be able to see the "View in Xero" icon on the invoice in Enrolmy if this invoice has not gone to Xero.

Also, you can easily differentiate which invoices and credit notes have gone synced to Xero by simply looking if there is a Xero bubble beside the invoice or credit note number. Lack of Xero bubble icon means that the financial document has not been sent to Xero.

• Backdating the Xero Sync usually fixes the issue

• Please contact the Enrolmy Support team if none of the above is the reason for invoices not flowing through to Xero

Historical Data

You may have historical invoices/credit notes within Xero that Enrolmy does not know about

The immediate steps you can take to troubleshoot to identify the reason for the differences are:

• Download the Activity Statement from Enrolmy and from Xero. Please see this help guide on where to find activity statements: When & How To Use Activity Statements

• Compare them line by line and identify payments and invoices that do not match and if there are any prepayments or overpayments