Part 6: Orphaned Status

How do invoices inherit an Orphaned status?

AP invoices will inherit the Orphaned status if the contract's customer organisation is not linked to a Xero file.

AR invoices will inherit the Orphaned status if the contract's supplier organisation is not linked to a Xero file.

How do I fix the status?

Delete the invoice (only System Administrators can do this)

Check the contract customer and the UniPhi internal organisation is correct.

What you select here is what will appear in Xero.

Re-raise the invoice and have it approved.

Export the invoice.

How to prevent this happening in the future?

Make sure the contract customer (AP) or supplier (AR) is who you want appearing in Xero against the invoice.

Make sure the contract customer (AP) / supplier (AR) is linked to an organisation that is mapped to Xero.