Why are my expenses not being transferred to Xero correctly?

POSSIBLE CAUSES AND HOW TO FIX THEM.

Statement Feeds Have Been Set Up Instead of Expenses Feeds

In Centtrip, Statement feeds transfer Bank Statements into Xero. If you want receipts to be included with your data transfers (i.e. Account Transactions in Xero), the feed must be set up as an Expenses feed instead.

How to fix it:

• Create a new feed in Centtrip and select Expenses as the feed type.

Currency mismatch between Centtrip and Xero

The currency of your Centtrip feed must match the currency of the Xero account you're trying to send data to.

How to fix it:

• Check the currency of your feed in Centtrip, and the currency of the Xero account you wish to transfer data to.
• If they don’t match, create a new feed in Centtrip and select a Xero account with the same currency.
• If you need to create a new Xero account, you can do this within Centtrip whilst creating the new feed — this will automatically create the account for you in Xero.

Note - Xero only permits one currency per account.

The selected Xero account is archived or deleted

If your Centtrip feed is linked to an archived or deleted Xero account, Xero will not allow data to be transferred. If a Xero account is archived or deleted after a feed is set up, the feed will still exist in Centtrip, but it will no longer be able to transfer data.

How to fix it:

• Check if the linked Xero account is archived or deleted.
  • If archived: either restore the account in Xero or create a new feed in Centtrip and choose a different Xero account.
  • If deleted: deleted accounts cannot be restored - you will need to create a new feed in Centtrip and select a different Xero account.

Lock Dates in Xero Are Preventing Data Feed Updates

Xero allows users to set "lock dates" to prevent changes to transactions in finalised accounting periods. If a lock date is set, transactions dated on or before that date cannot be added or modified, which can interfere with data feeds.

How to fix it:

• Remove or edit the lock date in Xero (requires Adviser user role) - more information here.

Xero Connection Needs to Be Reauthenticated in Centtrip

Reauthentication is required when the user who originally set up the Xero integration leaves the organisation or their role changes. Whilst the Xero integration is corporate-wide, the authentication is tied to a single user account — the one that initially authorised the connection.

If that user is no longer active, the connection will pause. Don’t worry—your data feeds are still in place and won’t need to be reconfigured, but they will remain paused until reauthentication is completed.

How to fix it:

1. Visit the INTEGRATIONS screen under Manage Expenses in Centtrip, and click Reconnect to reauthenticate using an active Xero user account.

2. Click on each feed and then Resume. Note - this can take several minutes.