My Xero invoices won't sync

Xero invoices missing from FundTap are usually fixed by refreshing or reconnecting the integration. Before trying any reconnection steps, first check that the invoice itself meets FundTap's requirements — this often resolves the issue immediately.

Step 1: Does the invoice meet FundTap's requirements?

Before refreshing the connection, confirm the invoice meets both of the following requirements:

• Make sure the invoice in Xero is set to Approved (not Draft). Draft invoices will not be visible.

• Make sure the invoice is not overdue. FundTap can only provide funds for invoices not yet due.

Step 2: Refresh the sync in the portal

1. Select your Account Name in the top left.
2. Go to Accounting Software → Connection Status.
3. Click Refresh.

Wait a few moments, then check whether the invoice now appears in FundTap. If it does, no further steps are needed. If it is still missing, continue to Step 3.

Step 3: Disconnect and reconnect in the portal

1. Select your Account Name in the top left.
2. Go to Accounting Software → Connection Status.
3. Click Disconnect.
4. Click Connect and follow the prompts to reconnect Xero, then wait for the sync to complete.

Step 4: Reconnect from within Xero

1. In Xero, go to Settings → Connected Apps.
2. Find FundTap and disconnect it.
3. In the FundTap portal, select your Account Name in the top left, go to Accounting Software → Connection Status, and click Connect to reconnect.

If you've completed all of these steps and the invoice still won't sync, email info@fundtap.co.