Guides
A useful place to start, with a route to the related result.
Guides 25–48 of 52
Troubleshooting guide
Which ledger account does this line post to? Replace hard-coded codes with a checked mapping table
Design a category-to-account table keyed by account identifier, validated against the live chart before each run, with no default account and a held list for gaps.
Troubleshooting guide
The same exchange rate means opposite things in Xero and QuickBooks Online: check direction and units
Compare how Xero and QuickBooks Online express rates, why a copied rate inverts the base total, why a default of one is wrong, and how currency minor units cause factor-of-100 errors.
Troubleshooting guide
Expenses import as bills but the receipts are missing or on the wrong bill
Link expense, bill and receipt through one expense id, attach files after the bill exists within Xero's limits, and make a re-import safe, with draft-only creation.
Troubleshooting guide
A scheduled Google Sheets export stops at the same row or shows old numbers: check limits and state
Understand Apps Script run-time and daily trigger limits, trigger ownership, Sheets API quotas and locks, and design a staging swap and status block so failures are visible.
Troubleshooting guide
Reading Xero invoices: paging, itemCount and If-Modified-Since so a report is complete
Use Xero's paging defaults, pagination object and If-Modified-Since header to read every invoice, advance an incremental watermark safely and prove completeness.
Troubleshooting guide
A Xero sync that quietly stopped: refresh tokens, quiet spells and parallel refreshes
Understand Xero's token lifetimes, why an infrequent or parallel integration loses its connection, and what the connection owner must do, so a stopped sync is noticed at the next check.
Troubleshooting guide
Reconciliation drift: six kinds of difference between a payment processor and a ledger
Classify differences as missing, extra, amount, duplicate, timing or currency, match by identifiers rather than totals, and decide what is escalated before a monthly list is trusted.
Troubleshooting guide
Invoice extraction: why whole-invoice accuracy matters more than field accuracy
A small public test shows how a 91.7% field score can hide an invoice error rate of 25% to 40%, and what an arithmetic check can and cannot catch.
Troubleshooting guide
Matching company names across two lists: standardise, block, then use a model only for the unclear pairs
How record linkage tools work, why comparing every pair is wasteful, and why the false-link rate on look-alikes is the number to test.
Troubleshooting guide
A forecast must beat a simple baseline: how to test one on your own history
Rolling-origin testing against mean, naive, seasonal-naive and drift forecasts, and why a language model is not a reason to trust a forecast.
Troubleshooting guide
Asking your data questions: define the metrics before you let a tool write queries
What two 2026 and 2024 studies found about query-writing tools on raw tables, and why definitions and a question set come first.
Troubleshooting guide
Barcodes and product identifiers in a feed: supply them only when you are sure
What Google Merchant Center says about GTINs and categories, and a simple rule for any tool that fills or matches product data.
Troubleshooting guide
AI document reading: why a high field accuracy still leaves many documents with an error
A field rate is not a document rate. Count documents, state the sample size and pass mark, and see what a pass actually shows before you rely on a reading tool.
Troubleshooting guide
Checking a supplier statement against your ledger by hand: six kinds of difference
Start with the closing balance, match each line by reference, and classify every difference as missing, extra, amount, date, reference or an unapplied credit.
Troubleshooting guide
Hostile text in invoices, emails and receipts: what prompt injection means for finance automation
Any document an automated reader opens can carry instructions. Limit what the reader may do, check its output with code, and test with planted hostile documents, run more than once.
Troubleshooting guide
Before you pay a batch: duplicates, changed bank details and why the builder should not be the only checker
Duplicates survive an exact-match check when the number is reformatted, and changed bank details look like any other row. Add a second checker, a call-back and a list of things noticed.
Troubleshooting guide
Overdue invoice reminders to business customers: interest, fixed costs and who must not be chased
GOV.UK sets optional interest and fixed recovery costs for late business payments. Build a do-not-chase list before drafting, and have a person read every reminder.
Troubleshooting guide
Invoice values look right in Sheets but arrive as currency text or a date number
Separate a spreadsheet's displayed currency and date from the values a connector reads, then agree the destination types before repairing a mapping.
Troubleshooting guide
An invoice integration adds tax twice: agree whether each amount is net or gross
Name the tax basis of each mapped line and the approved tax treatment before mistaking a populated amount field for a correct invoice.
Troubleshooting guide
Invoice creation timed out: reconcile the unknown result before retrying
Distinguish a confirmed rejected creation from a lost response after a possible write, and define zero, one and conflicting-match dispositions before a replay.
Troubleshooting guide
Supplier SKUs lose leading zeros: preserve the identifier before importing
Keep supplier identifiers textual and compare exact keys before a stock or price feed creates a second product or updates the wrong one.
Troubleshooting guide
Two suppliers use the same SKU: match the supplier and code together
Prevent one supplier's stock or price from landing on another supplier's item, and keep unapproved cross-supplier mappings out of an automatic update.
Troubleshooting guide
A supplier feed repeats one key with different prices: reject the conflict before updating
Distinguish an identical duplicate from conflicting rows and choose a documented disposition instead of allowing file order to decide a business value.
Troubleshooting guide
Blank supplier price clears a good value: distinguish unchanged, empty and explicit removal
Give missing fields and blank cells different update meanings before a partial supplier feed erases a price or silently substitutes zero.
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