External Accounting System FAQ's

This page is dedicated to Frequently Asked Questions about the Accounting and Finance Module.

For other FAQ pages please go to Trust Accounting FAQ's, Finance FAQ's, Documents FAQ's or General FAQ's.

Q:     What is this 'Accounting System Name' and why do I have to update it?
A:     Please see the page at Accounting System Name and External Integration

Q:      Why aren't my entries going to my accounting system?
A:       Ensure that you have confirmed the entries. Has the link to accounting paused?

Q:      I fixed the issue. Why isn't the entry going to the accounting system? (Also - How do I resolve an error?)
A:       Have you resolved the issue in WOL? Once you have fixed the issue go to the Accounting and Finance Module > Previous Activity > Find the error you have fixed > Select Resolve 

Q: Why isn’t my contact posting correctly to Xero?
A: When creating or posting a contact from Wise Owl Legal to Xero, the system uses the Work Email Address of the primary contact on the matter.

If the contact fails to post, please check the Work Email field for that contact. It must contain only one valid email address — multiple addresses or incorrect formatting will prevent successful integration.

Note: The Work Email is automatically retrieved from the primary contact of the matter when you create a contact via the matter. Ensure this field is always correct before posting to Xero.