Accept or Reject a Commitment for Export to Xero™
Objective
To accept or reject a commitment that has been sent to the ERP Integrations tool for acceptance for export to an intergrated ERP system by an accounting approver.
Background
Things to Consider
- Required User Permissions:
Important! If you are granted only 'Standard' level permission, you can only view data. You do not have sufficient access permission to accept or reject items for export.
- Prerequisites:
- Complete the steps in Xero™: Setup Guide.
- Add the Commitments tool to the Project Tools menu. See Add and Remove Project Tools.
- Send the desired commitment(s) to the ERP Integrations tool. See Send a Commitment to ERP Integrations for Accounting Acceptance.
Steps
Review a Commitment
- Navigate to the company's ERP Integrations tool.
- In the Xero™ Integration page, click the Commitments subtab.
- In the 'Views' menu, click the Ready to Export link.
This page that appears lists only the commitments that have been sent to the ERP Integrations tool for accounting approval. See Send a Commitment to ERP. - Continue with one of the following:
Accept a Commitment
- Locate the commitment in the 'Commitments - Ready to be Exported to Xero™' list.
- Choose the Accept option.
- Click Export.
This exports the commitment to your Xero™ database. The process typically takes a few minutes.
(Note: If for any reason a commitment (or another item) fails to export to Xero™, you can view the failed item(s) by clicking the Failed to Export link in the Views menu in the right pane. When an commitment fails to sync, follow the steps in Reject a Commitment and then Re-send a Rejected Commitment to ERP). - (Optional) To verify that the sync was successful, log into Xero™ and verify that your data appears as expected.
Reject a Commitment
- Locate the commitment in the Commitments - Ready to be Exported to Xero™ list.
- Choose Reject.
- Enter a short explanation about the reason(s) for the rejection.
- Click Reject.
The following events occur:- The system removes the commitment from the ERP Integration tool and returns it to an editable state in the project's Commitments tool. See Edit a Commitment.
- The system sends an automated email notification to the creator of the commitment. This alerts that person of the 'Reject' response.