Upload issues

just set up your integration? before following the next steps, we highly recommend ensuring that your accountancy integration is enabled not sure how to check if your integration is enabled? check out our guide enabling your integration docid\ hjb60rixx0xgf2kttpl9j check the upload status and "sync messages" we'd advise taking a look at your accounting configuration settings in breww ( integrations > accountancy > actions > configuration ) from here, you can check on the upload statuses of your invoices/credit notes/etc (in the all upload statuses tab) and whether any "sync messages" have been generated (in the sync messages tab) for documents that have failed to upload these messages can be found in the tab named "sync messages" these messages should provide the answer as to why specific items haven't been uploaded, which will allow you to resolve the issue either in breww or your accounting software often these messages come directly from the accounting platform and sometimes can be a little cryptic! by default, we also don't sync invoices & other documents up to your accounting provider that were generated before the sync was enabled, but these can be manually uploaded from the upload statuses tab within the configuration menu i've fixed the issue in the sync message, but it has still not been uploaded when you fix an issue described in a sync message, such as adding a missing address on an invoice, this doesn't automatically trigger breww to re attempt the upload to save bombarding the accounting platforms with repeated failures, breww will re attempt failed uploads just a couple of times per day and will do them in small batches generally, we'd recommend just waiting for breww to re attempt the upload (wait at least 8 10 hours) you can check the "last seen" column on the sync messages to see if breww has re attempted the upload and had the same failure message, or if it's just not yet tried again screenshot 2022 09 08 at 13 53 37|690x176 if you need the invoice (or any other document) to be re uploaded immediately, or you are not sure if your "fix" for the sync message is right, you can manually 'attempt' it to sync without waiting for breww to do it automatically this can be done from the all sync statuses tab and using the attempt upload button next to the applicable document you'd need to go through them one by one though, so you might find it easier to just wait for breww to find them after clicking the upload button, please allow a couple of minutes for them to appear in your accounting software, or for the "last seen" time to be updated in the "sync messages" tab understanding specific sync messages some common sync messages, that may seem a little cryptic at first, are explained below click on a message below to expand its explanation there is no account mapped to the external payment gateway "x" and a backup has not been set please map the payment gateway to an account or set an account for integration payments this means that you have a payment on an order from an integration (such as your web shop) breww needs to know which bank account to put the payment against we'll use "stripe" as the example payment method in this explanation, but this may be different in your case go to the settings tab in your accountancy integration section in breww, then scroll down to the section labelled "integration bank accounts" from here, you can set an account for each payment method ("stripe" in this case), or set a backup to use for all integration payment methods it looks a bit like this if, for example, you accept payments via stripe or paypal and want to ensure they always go to a different account, we'd suggest setting an account for both stripe and paypal, but leaving the back up "integration account" blank if you had filled the "integration account" box, this will mean that if you introduce a new payment method in the future (maybe cash on collection), these payments will automatically go to the "integration account", and you may need to manually reclassify them if you don't fill the "integration account" box, then these payments will instead be held up with a sync message and you'll get a chance to set the correct account for these payments before they get uploaded if you always want all integration payments, of any method, to go to the same account without being prompted, then fill in the "integration account" box "duplicate invoice number" accountancy integration sync message on occasions where your invoices are not being uploaded to your accountancy platform, you will usually receive a sync message sync messages are returned from your accountancy platform, explaining why it has not been possible to upload your invoice if the message returned is similar to "this is a duplicate invoice number " it means that breww has attempted to upload your invoice to your accountancy software, but the invoice number already exists in your accountancy software invoice numbers if you have just started with breww but have been trading before joining breww, you will likely already have created some invoices when an order is invoiced in breww, that order number becomes the invoice number your first order in breww will be 1, unless you change this to match the following number in your existing sequence from before joining breww (you can find out how to do this in our guide how to change my starting invoice/credit note number docid\ bprn6lomkszmlgtuhrl3u ) if all of your invoices are being created in breww, then so long as you change your starting invoice number to be greater than your last invoice number in your accountancy software, you shouldn't come across the sync message again, but if you have already raised invoices and had this sync message returned or if there are invoices you are raising in your accountancy platform that you could not for any reason create in breww (we do highly recommend raising all invoices in breww to avoid complications) then you will want to use prefixes for invoices that breww is uploading to your accountancy software using prefixes to prevent duplicates and ensure your invoices raised from breww are entirely unique, you can use prefixes like brw, for example, so that invoice number 1 is uploaded as brw 1 and is, therefore, not a duplicate of the existing invoice 1 in your accountancy software to set up prefixes, navigate to integrations > accountancy and find your accountancy software provider listed, then click actions > configuration and on the settings tab of the configuration under the header "sync settings" you will see a section for prefixes where you can enter a unique prefix for your invoices and credit notes why are some of my invoices appearing as "don't upload"? an invoice can be marked as "don't upload" for a few reasons the first reason is that when you first enable your accountancy integration, all previously "invoiced" orders are set as "don't upload" breww assumes that the invoices have been dealt with manually in your accounting software before this so to prevent duplicates from being accidentally uploaded, they are marked as "don't upload" as a precaution although you can then still manually override this on a per invoice basis ecommerce & pos integrations can also mark invoices as "don't upload" the majority of these allow you to specify whether you'd like orders downloaded from the ecommerce platform to be uploaded or not to your accountancy software if you select that you don't, breww will mark them as "don't upload" when they are imported the only platform specific reason is sage 50, which doesn't allow zero value invoices so if you're using sage 50, breww marks these invoices as "don't upload" why are some of my invoices appearing as "pending"? as a general rule, invoices should not sit as pending for a prolonged amount of time when an invoice is triggered to upload to your accountancy platform, it is usually uploaded within a minute or two but may take up to 15 minutes; however, on occasions where it has not been possible to sync data on this first attempt, then breww will re attempt every 8 hours, and the invoice will remain as pending for any invoices that are pending, you do have the option to manually attempt to upload them through the upload statuses tab, which will initiate another attempt to upload your invoice; this should again usually be completed within 15 minutes if you have any invoices sitting as pending after an attempted upload or after 8 hours, please get in touch with one of our team, and we can look into this for you this article applies to all items that breww will upload to your accounting software, including invoices credit notes customers inventory receipts (bills) payments received against invoices this also applies to all of our automated accounting integrations, including xero quickbooks sage accounting clear books kashflow visma eaccounting exact online twinfield sage 200