‘Marked As Sent’ and ‘Send To Financial Package’

This article provides guidance on how to distinguish between the date, time, and status of financial documents synced with Sage or Xero and when they have been sent to a customer using BigChange. It also covers how to display these columns and troubleshoot sync failures.

Viewing Sync Status and Sent Status

• To see the date, time, and status of financial documents synced with your financial package (Sage or Xero) and when they have been sent to a customer, follow these steps:

Synced to financial package - 'Send to financial package'

Send to customer - 'Mark sent to customer'

Displaying Sync and Sent Status Columns

• If you cannot see the relevant columns on your display, you can add them by following these steps:
  • Select the Columns icon.

• • Choose the desired columns from the dropdown menu.

Troubleshooting Sync Failures

• If synced items have failed, you can identify and resolve the issue by:
  • Selecting the sync status.
  • This action will take you to a note providing error details.

Conclusion

By following these steps, you can effectively manage and troubleshoot the syncing of financial documents with Sage or Xero in BigChange. Ensure you have the necessary columns displayed for a clear view of the sync and sent statuses. If you encounter any issues, refer to the error details provided for resolution.