💡Tip: If you have any questions about the Xero interface, your best option is to ask Axel, our AI chat support agent, by clicking the messenger icon on the bottom right of your screen:
Axel is trained on all of our knowledge base articles and will provide you a customised answer based on of all of our knowledge resources.
Which Xero plan should I choose?
As outlined in our Xero - Troubleshooting & Known Issues guide, there are limitations on Xero's lowest tier plans that would make it unusable with Auxo Workshop. For this reason, so typically our customers require the Xero Grow plan as a minimum.
However you should check with your accountant before committing as they should know more about your business and be able to help specify the appropriate Xero plan.
*this is based on the available Xero plans as at 25/08/2025.
Why isn't my data flowing into Xero?
Whether it is customers, invoices, payments or stock/purchase order related data that isn't synchronising between Xero and Auxo Workshop as you expect, you should first check you have set up your Xero integration, for more information refer to the Xero Setup KB here as a start point.
Why didn't my customer sync with Xero?
New customers are only uploaded from Auxo to Xero, not the other way around. Auxo is considered the master database for customer data.
When importing from Xero, customers without an email or phone number won't be imported. Also, archived Xero customers won't be imported.
If the customer's Contact Name in Xero doesn't match their First Name, they'll be imported as a company in Auxo, which might cause confusion.
For more information please see the Xero Data Flow KB here and read more on how to Tidy Customer Data in Xero to improve the success rate of data imports.
Why don't I see my Auxo Workshop transactions in Xero?
There are a few possible reasons:
Sync issues: Invoices are created in Auxo Workshop and then uploaded to Xero. If there's a problem with the sync, your invoices might not appear.
Plan limitations: If you're on a Xero Starter/Early/Ignite plan, there's a monthly limit of 20 invoices. If you've exceeded this, new invoices won't upload to Xero.
Duplicate invoice numbers: If you're creating invoices in both Auxo and Xero, you might get sync errors if an invoice number is already used in Xero.
For more information see our Xero - Troubleshooting & Known Issues KB article here.
💡Tip: If you need to force an invoice to post to Xero (for example if it had failed previously but you have resolved the issue) you can force the update to xero by changing something insignificant like a small change to the description of a part.
How do I disconnect from Xero?
See our Disconnect from Xero KB here.
When does the data sync occur?
The data sync is live between Auxo Workshop and Xero. For more information see the Xero Data Flow KB here.
How do I manage debtor accounts or send statements?
Managing debtor accounts is best managed within your Xero account. While you will be invoicing customers from within Auxo Workshop and you may be entering payments either directly into Xero or into Auxo Workshop, all debtor account management should be managed within Xero. Auxo Workshop will send invoices etc to Xero; from there Xero manages the balances and statements etc.
For more information on managing statements in Xero, please see:
https://central.xero.com/s/article/Send-a-customer-statementThere is also a further report in Xero you may find useful for managing debtor accounts:
https://central.xero.com/s/article/Aged-Receivables-Summary-report-New#Newversion
Why do I have a large or incorrect COGS (Cost of Goods Sold) Journal from Auxo Workshop in Xero?
As outlined in the Invoices section Xero Data Flow article, Auxo Workshop will create a manual journal in Xero to the COGS code defined in your Xero integration setup.
If the figures are not what you expect, this may be because you have an incorrect average cost figure in Auxo Workshop for one or more of the parts on the invoice, which will affect what is posted to Xero.
When viewing the manual journal in Xero, you can find the invoice number in the "Narration" field and details of the affected part in the "Description" field. This detail should help you identify the corresponding invoice and part in Auxo Workshop to check the average cost figures defined.
Will customers/suppliers archived in Auxo Workshop also be archived in Xero?
No, deletion (actually, "archiving") of contacts from Xero has to be done in Xero. Archiving customers in Auxo Workshop will only remove them from Auxo Workshop. Read more about archiving Xero contacts here: https://central.xero.com/s/article/Archive-or-restore-contacts
Why, when I deleted a payment from Auxo, wasn't it removed from Xero?
This would most likely be a prepayment. Unfortunately, due to limitations in how we can integrate with Xero, we're not currently able to remove 'prepayments' from Xero. If you delete a prepayment from Auxo Workshop you may need to also manually delete it from Xero.
What may cause my COGS (Cost of Goods Sold) Journals in Xero to be inaccurate?
Cost of goods sold journals, posted by Auxo Workshop into Xero, rely on accurate cost pricing of your parts. Additionally, if invoice a job that contains a part that has been archived, the archived part will not be included in the COGS journal.