This article summarizes the manual entries that need to happen in Xero related to the Detail Sync.
A customer merged in CoreBridge must be merged manually in Xero.
Payments on Voided Orders
If payment has been applied in Xero and the related order in CoreBridge is voided, the payment must be manually moved from the voided transaction in Xero to the new transaction.
Voided payments in CoreBridge will not sync. They need to be voided manually in Xero.
Deposit payments need be be manually applied to the related transaction in Xero. Payments that are not deposits will be applied in Xero from the sync.
Refunds, Bad Debt, and NSF Payments
Refunds, Bad Debt, and NSF payments will not sync and will need to be manually created in Xero.
Having an order sync again
Orders with payment(s) applied cannot be triggered to sync again. All payments must be manually un-applied in Xero first.
Having an order sync again if it was manually voided in Xero
Orders in Xero aren't voided with the sync. They are just noted. If an invoice is voided manually in Xero with the existing CoreBridge number and needs to be created again in Xero, the invoice must be created manually and won't be able to have the same number as the CoreBridge invoice.
Tax Groups (Tax Rates)
If Tax Rates are archived or deleted in Xero, they cannot be synced again. They will need to be created manually in Xero to match CoreBridge.
Refer to this support article to learn how to process data in Xero after a Summary sync.