When does a xero payment show against my claim?
What it does today
Connecting Xero is not open yet. Today you record every payment yourself on the claims register. Nothing waits on it: building a claim, serving it, the payment schedule, retention and the claim history all work. Connecting opens after both accounting connections are tested end to end against a real account. Then it takes one press under Company admin, Plan, then Connections.
- Connecting Xero is not open yet, so nothing reads your books. Record the payment yourself on the claims register. It takes two facts: how much, and the day it landed. The steps below are what happens when connecting opens.
- You do nothing. Xero tells YourCA within seconds that the invoice changed. YourCA then reads the invoice to see what was paid.
- A sweep also runs every fifteen minutes over every unsettled invoice YourCA drafted. So if Xero never delivers a message, a paid claim still does not show as overdue.
- The payment lands on the claim the same as one you typed: on the ledger, counted in what is outstanding, and reversible if it is wrong.
- YourCA does not know how the payment physically moved. So the row names no method, and does not guess one.
- The claim row shows "Paid, read from Xero" in place of a payment method. A person who reads the ledger can then tell a figure YourCA read from one somebody entered.
- If you delete or reverse the payment in Xero, YourCA sees it on the next sweep and adds a reversal row here. The original row stays, because nobody edits the ledger.
Worth knowing
If a payment does not show after fifteen minutes, check the Xero panel on the claim. It says plainly when YourCA cannot reach your Xero. The cause is almost always a lapsed connection. Reconnect under Company admin, Plan, then Connections.