The Status column on your Transactions page shows where each transaction is in its export, so you know whether it needs your attention. It appears once you've connected Xero, MYOB (Account Right), QuickBooks, NetSuite, or Business Central, and only for people with Settings access. Some statuses and Export error causes are common to every integration; others are specific to yours.
How It Works
- One unified Status column: Shows every transaction's export status in one place, whichever accounting software you've connected, instead of a separate column per integration.
- Checking status...: Appears briefly while Weel refreshes the transaction; there's nothing to do while you see it.
- Pending export: The transaction hasn't exported yet; it exports automatically once it's ready, so there's nothing to action. Exception: a NetSuite bill or reimbursement stays on Pending export indefinitely, since NetSuite doesn't support exporting those transaction types (see NetSuite below).
- Syncing: The export is actively in progress.
- Export error: The transaction couldn't export; open it for a tooltip with the exact cause and, where possible, a link to fix it.
- Incomplete expense, Pending approval, or Changes requested: Not export-specific; the transaction hasn't reached export yet for a different reason.
How each integration differs
The Status column itself is the same everywhere, but a few statuses and Export error causes behave differently depending on which accounting software you've connected:
| Integration | Extra step | Integration-specific Export error causes |
|---|---|---|
| Xero | The only integration with a separate reconciliation step. An exported transaction shows Unreconciled until it's matched to a bank feed line and reconciled inside Xero, then shows Reconciled in Weel. | Transaction currency isn't enabled in Xero (enable it under Xero's Settings > Currencies, then resync). Transaction already reconciled in Xero but updated in Weel since (unreconcile it in Xero, then resync). |
| MYOB (Account Right) | No reconciliation step; exported transactions go straight to Export complete. | Tracking categories MYOB requires haven't been turned on in Weel (turn on Custom fields and "Sync with MYOB" under Settings). |
| QuickBooks | No reconciliation step; exported transactions go straight to Export complete. | None beyond the common causes above. |
| NetSuite | No reconciliation step; exported transactions go straight to Export complete. Exporting bills (Accounts Payable) or reimbursements to NetSuite isn't currently supported. The Status column still reads Pending export for these; hover the tooltip to see why. | Required data is missing (complete the missing fields and retry). A vendor-creation contact error (remove mandatory fields required for vendor creation in NetSuite, or use Weel's single-vendor feature). A bank account setup error (check your Chart of Accounts setup in NetSuite). |
| Business Central | No reconciliation step; exported transactions go straight to Export complete. | None beyond the common causes above. |
Good to know
- Pending export needs three things first: the transaction has cleared or been refunded, has a category on every line item, and its approval workflow has reached a final state (Approved, Declined, or No Workflow Required).
- Common Export error causes on any integration: an unmapped category, a locked accounting period, a lost integration connection, a transaction deleted on the accounting software's side, or a transaction amount that changed after clearing.
- Incomplete expense means missing required expense info; Pending approval or Changes requested means the transaction is still moving through your approval workflow.
Related Articles