My Xero invoices won't sync

If your Xero invoices aren't appearing in Fundtap, work through these steps:

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: Check the invoice itself

• 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

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. Reconnect your accounting software and wait for the sync to complete

Step 4: Reconnect from within Xero

1. In Xero, go to your Settings -> Connected Apps
2. Find Fundtap and disconnect it
3. Reconnect Fundtap from the Fundtap portal

Check the invoice itself

• 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.

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