Check the upload status and “sync messages”
We’d advise taking a look at your accounting configuration settings in Breww (Integrations → Accountancy → View settings).
From here you can check on the upload statuses of your invoices/credit notes/etc and whether any “sync messages” have been generated for documents that have failed to upload. These messages can be found in the tab named “Sync messages”. These messages should provide the answer as to why specific items haven’t been uploaded, which will allow you to resolve the issue either in Breww or your accounting software.
Often these messages come directly from the accounting platform and sometimes can be a little cryptic! If you’re unsure how to resolve a specific message, please comment below with the message, and we’ll explain what needs to be done.
By default, we also don’t sync invoices & other documents up to your accounting provider that were generated before the sync was enabled, but these can be force uploaded from the Upload statuses tab within the configuration menu.
I’ve fixed the issue in the sync message, but it has still not been uploaded
When you fix an issue described in a sync message, such as adding a missing address on an invoice, this doesn’t automatically trigger Breww to re-attempt the upload. To save bombarding the accounting platforms with repeated failures, Breww will re-attempt failed uploads just a couple of times per day and will do them in small batches.
Generally, we’d recommend just waiting for Breww to re-attempt the upload (wait at least 8-10 hours). You can check the “Last seen” column on the sync messages to see if Breww has re-attempted the upload and had the same failure message, or if it’s just not yet tried again.
If you need the invoice (or any other document) to be re-uploaded immediately, or you are not sure if your “fix” for the sync message is right, you can force it to re-sync without waiting for Breww to do it automatically. This can be done from the All sync statuses tab and using the force upload button next to the applicable document. You’d need to go through them one-by-one though, so you might find it easier to just wait for Breww to find them. After clicking the upload button, please allow a couple of minutes for them to appear in your accounting software, or for the “Last seen” time to be updated in the “Sync messages” tab.
Understanding specific sync messages
Some common sync messages, that may seem a little cryptic at first, are explained below.
There is no account mapped to the external payment gateway ‘stripe’ and a back-up has not been set. Please map the payment gateway to an account or set an account for integration payments.
This means that you have a payment on an order from an integration (such as your web-shop). Breww needs to know which bank account to put the payment against. In the example above, we have “stripe”, but this could be anything that your integration has told Breww and the same process will apply.
Go to the Settings tab in your accountancy integration section in Breww, then scroll down to the section labelled “Integration bank accounts”. From here, you can set an account for each payment method (“stripe” in this case), or set a back-up to use for all integration payment methods. It looks a bit like this:
If, for example, you accept payments via Stripe or PayPal and want to ensure they always go to a different account, we’d suggest setting an account for both Stripe and PayPal, but leaving the back-up “Integration account” blank. If you had filled the “Integration account” box, this will mean that if you introduce a new payment method in the future (maybe cash on collection), these payments will automatically go to the “Integration account”, and you may need to manually reclassify them. If you don’t fill the “Integration account” box, then these payments will instead be held up with a sync message and you’ll get a chance to set the correct account for these payments before they get uploaded.
If you always want all integration payments, of any method, to go to the same account without being prompted, then fill in the “Integration account” box.
This article applies to all items that Breww will upload to your accounting software, including:
- Invoices
- Credit notes
- Customers
- Inventory receipts (bills)
- Payments received against invoices
This also applies to all of our supported accounting integrations, including:
- Xero
- QuickBooks
- Sage
- Clear Books
- KashFlow
- Visma eAccounting
