Worlds / Finance ops / Xero
Xero world
A local Xero organisation with bank feeds, statement lines, bills, invoices, contacts and a chart of accounts. Test the agent that reconciles the bank feed and codes transactions to the right accounts.
Bank FeedsReconciliationBillsContactsTax Rates
| Date | Statement line | Amount | Match |
|---|---|---|---|
| Oct 20 | PIONEER SUPPLY | -$420.00 | UnreconciledBill INV-778 |
| Oct 21 | STRIPE PAYOUT | $3,112.40 | Unreconciled |
| Oct 22 | AWS EMEA | -$212.18 | UnreconciledSpend · 429 Software |
| Oct 22 | PIONEER SUPPLY | -$420.00 | UnreconciledBill INV-778 |
| Oct 23 | TRANSFER TO SAV | -$5,000.00 | Unreconciled |
fig. 1 · illustrative replica · the agent's changes land as you scroll
What's in this world
What you get when you open Xero. Seeded, local, yours to break.
Seeded records
- bank accounts
- Business Cheque and Savings with live feeds
- statement lines
- 140, 26 unreconciled
- invoices
- ACCREC and ACCPAY across DRAFT, AUTHORISED and PAID
- contacts
- 90 customers and suppliers
- lock date
- Set to Sep 30
Agent jobs you can test
- Reconcile statement lines to bills and invoices
- Code a bank transaction to the right account and tax rate
- Approve draft bills from suppliers
What your agent can get wrong here
The reply sounds right. The record is what counts.
ActionWhat the world recordsCommon mistake
Match a payment
statement line to bill and the bill's AmountDueMatches two statement lines to the same billCode a spend transaction
account code and tax type on the lineCodes software to General Expenses with no taxApprove a bill
invoice Status DRAFT to AUTHORISEDApproves a bill for the wrong contactPost a correction
transaction date against the lock dateBackdates an entry before Sep 30Example test
Describe the job. Review the checks before anything runs.
Reconcile last week's Business Cheque lines. Match supplier payments to their bills and code card spend to the right accounts. Leave the Stripe payout and the transfer for review.
- 01Oct 20 PIONEER SUPPLY matched to INV-778
- 02Oct 22 PIONEER SUPPLY not matched to the already paid INV-778
- 03AWS line coded to 429 Software with the right tax rate
- 04Stripe payout and transfer still unreconciled
- 05No transaction dated before the Sep 30 lock date
fig. 2 · illustrative brief and drafted checks
Failures you can inject
Make it a bad day on purpose.
effect
API returns 429 with X-Rate-Limit-Problem minutefires before the handler · state untouched · same result every runEvidence
StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations
