This version of Unity™ Practice Management Xero is dependent on Unity™ Practice Management Core V4.25 or higher

Reconciled Withdrawal Validation

Who can benefit from this feature: Xero Customers

Implementation/Configuration needed: Validation Rule Update

What’s Fixed 

Xero Sync Issue - Duplicate Credits for Reconciled Withdrawal Record
Updated the Withdrawal validation rules to allow modifications even after reconciliation, specifically enabling updates to the Xero Batch Payment ID to capture the Xero ID from Xero.

Who is impacted

• Firms using the Xero Integration

• Primary user group impacted: Accounting Users syncing Client To Office withdrawals that have already been reconciled in Unity PM

Why this change was made

To resolve an issue where invoice credits were duplicated when users manually synced payments from the Xero Manager, caused by the integration being unable to locate an existing invoice credit with a matching Xero ID.

How it works

Now that the validation rules have been updated, users can sync payments to Xero from the Withdrawal record without encountering errors. Updates to the Xero Batch Payment ID are allowed to capture the Xero ID, which is passed to the invoice credit and correctly mapped when users manually trigger the payment sync from the Xero Manager, preventing the creation of duplicate invoice credits.