> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Xero (API) on Vortex IQ > Monitor Xero (API) payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow. Monitor Xero (API) payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) | **23** | **6** | **Build your own** | **Ready to build yours** | **9** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 23 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | -------------------------------------------------------- | ----------------------- | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **AR Aging - 60+ Days** | Run operations | Alert band 5 / 15 | Share of AR balance aged 60+ days, from Reports/AgedReceivablesByContact. | | **AR Aging on Customers with Active Ecom Orders** | Protect revenue | Alert band 1000 / 10000 | Credit risk compounding - overdue AR on customers you're still shipping to. | | **AR Balance (live)** | Control risk and change | Watch only | Sum of AmountDue across AUTHORISED ACCREC (sales) invoices. | | **Bank Reconciliation Going Stale** | Run operations | Merchant rule | Unreconciled bank lines piling up - the books drift from cash and the VAT/GST return base is unreliable. | | **Current VAT/GST Return Status** | Protect revenue | Merchant rule | Period-end VAT (UK MTD) / GST (AU/NZ) cycle status, derived from TaxType lines + organisation tax period. Overdue = surcharge / penalty risk. | | **Ecom Customers Absent from Xero Contacts** | Protect revenue | Alert band 0 / 10 | Sync gap - B2B-flagged ecom customers missing in Xero break AR invoicing + tax classification on the next batch. | | **Ecom Orders Missing a Matching Xero Invoice** | Protect revenue | Merchant rule | Storefront orders never posted to Xero = revenue invisible to the books + understated VAT/GST base. | | **New Overdue AR Crossed Threshold** | Run operations | Alert band 1000 / 10000 | Receivables aging past collectable - escalate to the collections queue. | | **PSP Payouts Missing a Matching Xero Bank Transaction** | Protect revenue | Merchant rule | Stripe/PayPal settlements not matched in Xero = cash position wrong + reconciliation backlog. | | **Unreconciled Bank Transactions** | Run operations | Merchant rule | BankTransaction rows with IsReconciled=false. Backlog = books drifting from cash + unreliable VAT/GST base. | | **VAT/GST Return Approaching / Past Deadline** | Grow revenue | Merchant rule | UK MTD VAT / AU-NZ GST submission overdue = surcharge + repeat-offender escalation. Pair with bank-rec-stale alarm. | | **Xero Health Score** | Run operations | Merchant rule | Composite: order-to-books-sync-clean x bank-rec-current x AR-aging-low x VAT/GST-on-track. | | **AR Aging Buckets** | Run operations | Watch only | Outstanding balance bucketed 0-30 / 31-60 / 61-90 / 90+ days from Reports/AgedReceivablesByContact. | | **Cash Position (bank accounts)** | Catalogue quality | Watch only | Sum of bank-account balances (Type=BANK). Bank-feed dependent. | | **Days Sales Outstanding (DSO)** | Run operations | Alert band 30 / 60 | AR balance / average daily sales-invoice value. | | **ERP-vs-Ecom Inventory Variance %** | Run operations | Alert band 1 / 5 | Xero QuantityOnHand vs storefront available qty on tracked items with active orders. | | **Open Draft Manual Journals** | Control risk and change | Alert band 0 / 50 | Status==DRAFT ManualJournals awaiting posting - Xero's only draft-journal surface is manual journals specifically; AUTHORISED sales/purchase invoices and other transactio | | **Overdue Invoice Value** | Control risk and change | Merchant rule | Σ AmountDue on AUTHORISED ACCREC invoices past DueDate. | | **Period Close Overdue** | Run operations | Alert band 0 / 5 | Organisation.PeriodLockDate vs the oldest calendar month it hasn't yet covered - days the books have gone unclosed past that month's end. | | **Revenue (sales invoices, 30d)** | Grow revenue | Watch only | Σ Total on AUTHORISED/PAID ACCREC invoices in the window. | | **Sales Invoices by Status** | Grow revenue | Watch only | ACCREC invoice counts by DRAFT / SUBMITTED / AUTHORISED / PAID - draft backlog = invoicing stuck. | | **Tracked Inventory Value** | Run operations | Watch only | Σ TotalCostPool on items with IsTrackedAsInventory=true. Most Xero orgs use untracked items - card hides for them. | | **Unbalanced Draft Manual Journals** | Run operations | Alert band 0 / 5 | Status==DRAFT ManualJournals whose JournalLines LineAmount total isn't zero - Xero only blocks the imbalance at Post, not at Save Draft. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | ------------------------------------------------------------------ | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- | | **Journal entries failed to post (debit != credit)** | critical | Protect revenue | An entry where debits and credits do not match cannot post to a correct ledger; if it exists at all, it means something upstream (an import, an integration, a manual entry) produced a genuin | Report only | | **AR aging on 60+ day buckets above threshold** | high | Run operations | More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, | Report only | | **ERP-vs-ecom inventory variance > 5% on SKUs with active orders** | high | Protect revenue | Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or | Candidate remediation | | **Period close past deadline** | high | Run operations | The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, | Report only | | **Unposted journal entries >50 (GL hygiene)** | high | Run operations | More than 50 journal entries are sitting unposted. Every report pulled from the general ledger while this backlog exists, profitability, cash position, tax figures, is working from incomplet | Report only | | **Ecom customers absent from ERP customer master after 7d** | medium | Run operations | Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level repo | Candidate remediation | ### Build your own automated fixes 6 checks report findings on Xero (API) today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **9 read** and **0 write** operations across apixroaccounts, apixrobanktransactions, apixrocontacts, apixroinvoices, apixroitems, apixroorganisations on Xero (API). Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=xero-api) | Resource | Read operations | Write operations | | ------------------------------------- | --------------- | ---------------- | | apixroaccounts | 1 | 0 | | apixrobanktransactions | 1 | 0 | | apixrocontacts | 1 | 0 | | apixroinvoices | 1 | 0 | | apixroitems | 1 | 0 | | apixroorganisations | 1 | 0 | | apixroreportagedreceivablesbycontacts | 1 | 0 | | apixroreportbalancesheets | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Xero (API) workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*