Troubleshooting FAQ's

This page is designed to help you trouble shoot issues you might encounter using Wise Owl Legal.

Audit Logs are incredibly useful to find out history of a transaction or action. More about audit logs can be found here https://wiseowllegal.atlassian.net/wiki/x/w4wc

When posting from Wise Owl Legal to QuickBooks or Xero there is a specific sequences of components that need to post in a given order. If one fails than the whole posting will fail.

The sequence for posting an Accounts Receivable Invoice to your accounting system is:

1. Customer (Wise Owl Contact)

2. Job / Sub Customer (Wise Owl Matter )

3. Product Codes - Codes on the invoices & GST codes

4. Actual Accounts Receivable invoice.

If number 1. has an issue than it breaks everything down the chain, so you need to fix item 1 and then repost from there.

The sequence for posting an Accounts Payable Invoice to your accounting system is:

1. Supplier (Wise Owl Contact)

2. Job / Sub Supplier (Wise Owl Matter )

3. Product Codes - Codes on the invoices & GST codes

4. Actual Accounts Payable invoice.

If number 1. has an issue than it breaks everything down the chain, so you need to fix item 1 and then repost from there.