Tax rate mismatch errors
You may see the following error message when exporting a sales invoice to Xero.
Invoice was approved but could not be exported to Xero.
- The TaxType code OUTPUT does not exist or cannot be used for this type of transaction.
- The TaxType code ‘OUTPUT’ cannot be used with account code 'xxx’
You may see the following error message when exporting a supplier invoice to Xero.
Supplier invoice was receipted but could not be exported to Xero.
- The TaxType code INPUT does not exist or cannot be used for this type of transaction.
- The TaxType code 'INPUT' cannot be used with account code 'xxx'.
The error messages shown above arise during the export of an approved invoice to the Xero account number 'xxx', when there is a mismatch in tax rates between WorkflowMax and Xero.
When you set up the WorkflowMax Organisation settings (tax name and rate), you need to specify the tax rate you wish to use. This tax rate must be the same as the rate set up in the target account in Xero.
To resolve the error, change the tax rate specified in your organisation settings in WorkflowMax or change the rate specified for the target account in Xero. The two rates must be identical.
Account type mismatch error
You may see the following error message when exporting a sales invoice to Xero
The TaxType code 'OUTPUT2' cannot be used with account code 'xxx'
The error message shown above arises during the export of an approved invoice to Xero, where account 'xxx' is the number of an expense account in Xero, rather than a revenue account.
When setting up the WorkflowMax to Xero interface, you need to specify the default cost of sale account in Xero to use for expenses. Similarly, when adding a cost in WorkflowMax, you can specify a cost of sale account in Xero to use for that cost (this will override the default account). In both cases, the account you are mapping to in Xero must be an expense account.