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The basic errors encountered while using the accounting code section in CB and steps to solve them
Account not found for supplied sales account code
The tracking category XXX - Sales entered for this credit note plan/addon is invalid
Tax rate
Solution
Account not found for supplied sales account code
This error is seen whenever a plan “XYZ '' has an accounting code that does not exist on Chargebee. Only a valid account from the Chart of Accounts in Xero should be entered as an account code on the Item Price configuration page. For example, 200, to change the account code, navigate to the plan and edit its price point, add a valid code and save it so that it syncs into Xero.
The tracking category XXX - Sales entered for this credit note plan/addon is invalid
It looks like the tracking category value format entered in the tracking category custom field is incorrect where XXX-Sales is an incorrect value.
Let's say the tracking category name in your Xero account is State and one of the values available in NSW and the custom field name is “CF 1”, You would need to give the value for the custom field in the following format:- CF1 - State: NSW.
Please go to the customer record, click on Edit Customer and enter the appropriate values in the Tracking Category custom field as mentioned above to sync these invoices into Xero.
Tax rate
While mapping any taxes on Chargebee, we look for tax jurisdiction types. If the jurisdiction is a state or a country code under line item taxes, then based on this information we pick the taxes rates. If the above information is not present then we look at the shipping address followed by the billing address.
The precedence for selecting tax computation is as follows:
We first look at “Line Item Taxes” from the Chargebee record. If this has a country code and/or state code, we will pick the tax rate based on the setting.
If “Line Item Taxes” does not have jurisdiction information then, we will look at Shipping Address jurisdiction information.
If the shipping address does not exist, we will look at the billing address jurisdiction.
For example, on an Invoice, the jurisdiction type is country and the country is Canada.
We pick up CA as the default sales which are mapped to the output.
In order to solve the above example, you would need to change the default sales to Canada and then try again to have the invoice created.
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