Visualising Data in Sonas Setup
Once you activate the integration and selected the organisation that you work with, you will be able to notice a few graphical elements that will tell you the status of the transactions in the event.
For example, when opening an event that is yet to be completed that has already had some invoices or credit notes created:
As you can see, the invoices and credit notes have a new label that is added to reflect the status of the Xero sync. If the Xero Sync is green it means that invoice has been placed in the Post-Journalind (Sales) account, otherwise it means it is still in the Pre-journaling account.
Eventually, when the event becomes complete and the system waits for the desired amount of days to do the journaling, we will see that all the invoices/credit notes are moved to the sales account and that the event is also marked as synced with Xero.
For a quick overview of the financial records in the different venues and their synchronisation status, there's also the option to navigate to "Accounts->Financial Records" and use the filters to see what has been synched to date.
