"Error exporting invoice - Skipped Invoice to Xero, no tenant set for job template" in Practice Activity

Issue

An invoice has been created, but hasn't synchronised to Xero. The following error is displayed in Practice Activity:

  • Error exporting invoice - Skipped sending invoice to Xero, no tenant set for Job Template

Cause

The Job associated with the Invoice does not have a Job Template set.

Job Templates are responsible for the Chart of Accounts selected when costs are synchronised to Xero. Without a Job Template, no account is defined and the invoice will not be synchronised.

Solution

To resolve the issue:

  1. Update the Job to select a Job Template. Refer to Apply FYI Job Templates to Jobs

  2. Resubmit the invoice using Practice Activity. Refer to Practice Activity
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