How To: Use the Feedback Tab when using Xero

Table Of Contents

The Export tab within the Xero Integration screen allows you to monitor information being sent from Khaos Control to Xero, review successful exports, and identify any items that failed to export.

The screen is divided into three sections:

Pending Export to Xero
Exported to Xero
Feedback on Problems

Pending Export to Xero

The top grid displays information that is waiting to be exported to Xero.

Items remain in this grid until they are successfully exported or manually marked as exported.

Marking Items as Exported

If you do not want certain records to be sent to Xero, you can mark them as exported manually.

To do this:

Green-select the required rows in the grid.
Right-click one of the selected rows.
Select Mark as Exported.

The selected records will be moved to the Exported to Xero grid and will no longer be sent to Xero.

Important
Marking an item as exported does not send it to Xero. It simply tells Khaos Control not to attempt exporting the record.

Exported to Xero

The middle grid displays information that has been successfully processed by the export routine.

This grid shows:

The type of record exported, such as:
- Company
- Invoice
- Stock Item
The export date
Whether Xero has received and processed the record

A tick displayed against the record indicates that Xero has seen the exported information.

Note
If an item was manually marked as exported from the Pending Export grid, it will appear in this section but will not show a tick. This indicates that Khaos Control has recorded the item as exported, but Xero has not received it.

Viewing an Exported Record in Xero

To open an exported record in Xero:

Green-select the required row in the grid.
Right-click the selected row.
Select Goto Xero Document.

Khaos Control will open the corresponding record in Xero where available.

Feedback on Problems

The bottom grid displays any issues encountered during the export process.

This information can help identify records that could not be sent to Xero successfully.

Example Errors

You may see messages indicating that:

A Sales Invoice could not be exported because a related Stock Item does not exist in Xero.
A customer record could not be matched.
Required information is missing from the record being exported.

Reviewing this grid regularly can help ensure your Khaos Control and Xero data remain synchronised.

Tips

Check the Pending Export grid if information does not appear in Xero.
Review the Feedback on Problems grid for any export failures.
Only use Mark as Exported when you deliberately do not want a record to be sent to Xero.
Use Goto Xero Document to quickly verify that information has reached Xero successfully.