Who is this for? Finance/Accounting users preparing the accounting export to Xero (or another ERP).
Push from ERP Transactions
Open ERP Transactions.
Use Filters to narrow to the transactions you want (e.g., not yet synced, specific dates, cardholders).
Select one or many transactions using the checkboxes.
From Actions, choose Push Transactions to ERP.
Watch the ERP Sync Status column — it shows yellow while syncing is in progress.
When complete, transactions move from Not Synced to Synced.
Tips & validation
Only Validated ERP transactions (correct Supplier, Chart of Accounts, Tax Rate, and any required approvals) are eligible to push.
If your policy requires post-transaction approval, confirm the approval flow is complete before pushing.
Re-run filters to confirm everything you intended to sync has moved to Synced.
Troubleshooting quick hits
It won’t show in ERP Transactions → Validated: Check that Supplier, Chart of Account, and Tax Rate are mapped.
Status stuck on yellow: That indicates in-progress sync; recheck shortly. If it persists, verify your mappings and try a smaller batch.