Error Updating Xero: Class does not contain the expected number of tracking categories

Error

Error Updating Xero: Class does not contain the expected number of tracking categories ().
- Expected tracking categories: [Xero Category/ies]:Non-Product ID (Only accepted for Non-Product Revenue Types).
- Tracking code received: ':[GL Account]'.

Applies to: ConnectWise, Xero 

How can this happen?

  1. Tracking Categories have been enabled, and; 
  2. Wise-Sync Company set to Halt on Missing Class for Tracking Codes, and;

Either

  • There is a missing GL Mapping entry or;
  • If using Sales Rep Tracking, the [Lookup] function has not been utilized. 

Solution

  1. Identify and update missing Tracking Category
  2. Ensure that the tracking categories in Xero are set and exactly match in the GL Mapping in ConnectWise. 
  3. Go to Setup Tables > GL Accounts > Enter the missing tracking codes on the GL Mapping.
  4. If using Sales Rep Tracking, GL Mapping should contain [Lookup] for Tracking Category.
  5. Ensure that the Sales Representative Cross Reference is filled under My Company > Structure > Sales Representative Cross Reference.
  6. Complete GL Reload on Invoice and resync to ensure issue has been resolved. 

Alternatively, to sync invoice to Xero without correct Tracking Category
Ensure that Wise-Sync Account Settings > Options > Warn on Missing Class for Tracking Codes option is checked.

Additional Resources

Xero Tracking for Product Category Level

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