Backdating Auto Post to send Historical Settlements Automatically
How to use auto posting to send your historical settlements
Up until recently we had a feature available in the bulk option menu to allow users to bulk send settlements to Xero.
However this was repeatedly causing issues with users as when more than 3 or 4 settlements were bulk sent to Xero at a time Xero's API throttling limits were hit.
This meant that sometimes the odd settlement, or even just part of a settlement if it was a split month settlement, would fail to send.
This would then leave the user confused as to whether their settlements had been sent to Xero or not.
We have since worked hard to improve this and the solution has been to discontinue the bulk send feature and instead add an upgrade to our auto-post feature instead.
The auto post feature is a setting turned on via the Settlement Settings page and it allows you to automate sending your settlements to Xero.
Once turned on any new settlements that land in Link My Books would be automatically sent to Xero (from the date at which you turn on the feature).
Auto posting of settlements is managed by a clever algorithm which staggers sending settlements to Xero to ensure we don't hit their throttling limits when sending multiple settlements.
Settlements are sent in batches of 5-10 per 10 minutes.
The upgrade to this has come in the form of users now being able to set a historical date when they want to automatically post settlements from.
How to backdate the auto post feature
If you have settlements waiting to be sent in your Link My Books account and you want to send them all to Xero without having to click send on each one, then follow these steps.
Step 1 - Identify the date when you want to automatically send your settlements from. This will be the START DATE for the easiest settlement you want to send.
Step 2 - Activate your auto post feature on the Settlement Settings page, backdating it to one day prior to your chosen date.
If you have any questions about this article then please contact support via the blue chat icon on the bottom right.