> ## 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. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=xero-api) performance signals automated checks prepared fixes proven workflows API operations ### What you can achieve Capabilities are grouped around merchant outcomes, not API terminology. Monitor orders, fulfilment, delivery and settlement. Find failures, leaks and risks before they cost sales. Keep tracking, access and change under governed control. Improve discovery, conversion, campaigns and repeat purchase. Identify missing, inconsistent or outdated product data. ### From connection to verified outcome The controlled sequence every capability follows. Nothing changes a connected system without the approval step. Authorise the source. Scopes are shown before access is granted. Watch the signals against your own baselines, not universal defaults. Run checks and gather evidence specific to your store. Explain what happened, why it matters and the proposed action. You review scope, risk and reversibility before anything changes. Apply through governed connector operations. Confirm the intended result and keep the receipt. 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. ### Monitor performance 23 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system. | Signal | Alert behaviour | What it tracks | | ------------------------------------ | ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | **AR Aging - 60+ Days** | Alert band 5 / 15 | Share of AR balance aged 60+ days, from Reports/AgedReceivablesByContact. | | **AR Aging Buckets** | Watch only | Outstanding balance bucketed 0-30 / 31-60 / 61-90 / 90+ days from Reports/AgedReceivablesByContact. | | **Bank Reconciliation Going Stale** | Merchant rule | Unreconciled bank lines piling up - the books drift from cash and the VAT/GST return base is unreliable. | | **Days Sales Outstanding (DSO)** | Alert band 30 / 60 | AR balance / average daily sales-invoice value. | | **ERP-vs-Ecom Inventory Variance %** | Alert band 1 / 5 | Xero QuantityOnHand vs storefront available qty on tracked items with active orders. | | **New Overdue AR Crossed Threshold** | Alert band 1000 / 10000 | Receivables aging past collectable - escalate to the collections queue. | | **Period Close Overdue** | 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. | | **Tracked Inventory Value** | Watch only | Σ TotalCostPool on items with IsTrackedAsInventory=true. Most Xero orgs use untracked items - card hides for them. | | **Unbalanced Draft Manual Journals** | 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. | | **Unreconciled Bank Transactions** | Merchant rule | BankTransaction rows with IsReconciled=false. Backlog = books drifting from cash + unreliable VAT/GST base. | | **Xero Health Score** | Merchant rule | Composite: order-to-books-sync-clean x bank-rec-current x AR-aging-low x VAT/GST-on-track. | | Signal | Alert behaviour | What it tracks | | -------------------------------------------------------- | ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | | **AR Aging on Customers with Active Ecom Orders** | Alert band 1000 / 10000 | Credit risk compounding - overdue AR on customers you're still shipping to. | | **Current VAT/GST Return Status** | 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** | 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** | Merchant rule | Storefront orders never posted to Xero = revenue invisible to the books + understated VAT/GST base. | | **PSP Payouts Missing a Matching Xero Bank Transaction** | Merchant rule | Stripe/PayPal settlements not matched in Xero = cash position wrong + reconciliation backlog. | | Signal | Alert behaviour | What it tracks | | ------------------------------ | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | **AR Balance (live)** | Watch only | Sum of AmountDue across AUTHORISED ACCREC (sales) invoices. | | **Open Draft Manual Journals** | Alert band 0 / 50 | Status==DRAFT ManualJournals awaiting posting - Xero's only draft-journal surface is manual journals specifically; AUTHORISED sales/purchase invoices | | **Overdue Invoice Value** | Merchant rule | Σ AmountDue on AUTHORISED ACCREC invoices past DueDate. | | Signal | Alert behaviour | What it tracks | | ---------------------------------------------- | --------------- | ------------------------------------------------------------------------------------------------------------------- | | **Revenue (sales invoices, 30d)** | Watch only | Σ Total on AUTHORISED/PAID ACCREC invoices in the window. | | **Sales Invoices by Status** | Watch only | ACCREC invoice counts by DRAFT / SUBMITTED / AUTHORISED / PAID - draft backlog = invoicing stuck. | | **VAT/GST Return Approaching / Past Deadline** | Merchant rule | UK MTD VAT / AU-NZ GST submission overdue = surcharge + repeat-offender escalation. Pair with bank-rec-stale alarm. | | Signal | Alert behaviour | What it tracks | | --------------------------------- | --------------- | -------------------------------------------------------------- | | **Cash Position (bank accounts)** | Watch only | Sum of bank-account balances (Type=BANK). Bank-feed dependent. | ### 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. Open a check for the detail. **Severity** critical · **Outcome** Protect revenue · **Fix status** Report only 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 genuinely broken transaction that accounting will have to find and fix by hand before the books balance. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-GL-002` **Severity** high · **Outcome** Run operations · **Fix status** Report only 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, a growing 60+ day bucket is a leading indicator of bad debt building up. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-FIN-001` **Severity** high · **Outcome** Protect revenue · **Fix status** Candidate remediation 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 holding stock back that is actually available, on exactly the products customers are ordering right now. A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ERP-INV-001` **Severity** high · **Outcome** Run operations · **Fix status** Report only 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, tax filing and any lender or investor reporting expects to be final. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-CLOSE-001` **Severity** high · **Outcome** Run operations · **Fix status** Report only 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 incomplete books, and the larger the backlog grows the harder it gets to reconcile at period close. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-GL-001` **Severity** medium · **Outcome** Run operations · **Fix status** Candidate remediation 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 reporting, is working with an incomplete customer base until this syncs. A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ERP-CUST-001` #### Build your own automated fixes Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 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 **over 13,000 operations across more than 200 connectors** to automate the work in your own words. Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=xero-api) #### 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. | 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.