Synchronization

• Payment terms only exist in Xero as a field on the contact. Thus, only payment terms existing on contacts are synced to Tipalti.
• Only payment terms of type "day(s) after the bill date" are synced to Tipalti.
• Only payment terms that were synced from Xero may be used on payees (otherwise their sync will fail).

• Only non-archived contacts are synced into Tipalti.
• A payee that was closed in Tipalti will sync as "Archived" to Xero.

• Payees are synced bi-directionally between Tipalti and Xero.

• Non-vendor AP contacts from Xero are filtered during sync into Tipalti.

• Tracking category values are synced from Xero to Tipalti and the tracking categories may be mapped with Tipalti's custom fields.
• The chosen custom field value on a bill or vendor credit line is synced to Xero as part of the invoice's sync.
• Custom field value deletions in Xero are not synced to Tipalti. Thus, if you delete a value in Xero you need to manually delete it in Tipalti (Administration > General > Custom fields).

• The status of the invoice in Xero is updated to "Paid" once their payment is synced to Xero.
• Bill attachments (the bill image) are synced to Xero upon bill creation.
• Bills in the following statuses are synced automatically from Tipalti to Xero as "Awaiting Payment" bills:
  • Pending payment
  • Scheduled for payment
  • Submitted for payment
  • Paid
  • Partially paid
• Bills can be configured to sync before or after approval in Xero wizard > sync preferences table.
  • 0 bills are synced to Xero as "Paid".
  • Edit post approval is supported (according to the bill's settings).
  • Retract approval is supported. Behavior is determined according to the timing of the following sync (after retraction):

  Bill status during sync	Expected result in Xero
  Bill not reapproved yet	Bill is voided in Xero (it will be re-created after it is approved again)
  Bill reapproved	Only information that has changed will be synced to Xero as an update

• Bills backed by POs
  • Bills backed by Xero POs are synced with the information of the PO linked to the bill
  • Bills backed by Tipalti POs are synced without PO information

Invoice files can be configured in the wizard to be automatically synced and downloaded from within the bill record in the ERP.

• Vendor credits are synced as "Credit notes" to Xero, similar to bills.
• Vendor credits attachments (the bill image) are synced to Xero upon bill creation.

• Payment are synced from Tipalti to Xero.
• Payments in Xero's base currency, paid from accounts with base currency will be synced to Xero
• Multi-currency payments are synced to Xero.
• Payments including vendor credits sync to Xero as payments that include the actual paid amouAZSnt only. The application of the vendor credits is synced as an allocation of the credit note for the bill.
• Allocation can't be removed via API, thus if a payment sync to Xero failed, and the payment included vendor credits, it may require manually removing the allocation in Xero.
• Payments made from Tipalti are synced as "Reconciled" status in Xero.

Submit a request to our Support Team requesting to sync all payments completed in Tipalti "Reconciled" by default in Xero.

• Payment statuses in Xero are automatically updated when a payment is rejected, deferred, or canceled by the payee’s bank.
  

  When a payment’s status is changed to rejected, deferred, or canceled in Tipalti, the integration will automatically void it in the ERP. The bill notes will indicate that the payment was reversed.

• GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. and bank accounts sync from Xero to Tipalti.
• Currently all accounts (excluding bank accounts and system accounts) are displayed on the bill line expense accountThe general ledger (GL) account that is debited for the payment amount dropdown to choose from. Credit card accounts are not displayed since Xero doesn't allow setting them as expense accounts on bill lines.
• Default accounts per payee are not supported.
• A deletion of a GL account or bank account in Xero is not synced to Tipalti, but archived accounts will not be displayed.

• Tax codes are synced from Xero to Tipalti.
• Tax codes on bill and vendor credit lines (code and amount) are synced as part of the bill or vendor credits and are synced from Tipalti to Xero, as "Tax Exclusive" lines.
• Deletion of a tax codeA code for the type of tax applied to a bill line (e.g., VAT-UK) in Xero is not synced to Tipalti.

• POs are synced from Xero directly into Tipalti.

• 2-way PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) - invoices are matched against synced POs in Tipalti, and sync matched invoices to Xero, allowing for seamless reconciliation between Tipalti and payers’ Xero accounts.

All GL accounts in Xero that were added, updated, or archived since the last sync are collected and synced to Tipalti.

Mapped fields

All payees that were added, updated or deleted since the last sync are collected and synced to Xero.

Mapped fields

When syncing a payee from Tipalti, the contact’s Name is determined according to the payee entityAn entity can be a subsidiary, division, business unit, brand, etc. of your organization. Entities can have similar or different AP processes and workflows. type and the entered fields, as follows:

All bills that were added, updated, or deleted since the last sync are collected and synced from Tipalti to Xero.

Mapped fields

Vendor credits are synced to Xero as credit notes. The mapping is identical to bills.