After setting up the integration, Soldo will import the Chart of Accounts, tax rates, and their links from your Xero Organisation. These will be available as ‘Xero Category’ and ‘Xero Tax Rate’ respectively. (For more details on the fields imported to Soldo during setup, see Which fields will the integration import from Xero and how do I use them?)
When you give a Soldo transaction a value for the ‘Xero Category’, we automatically update the transaction with the ‘Xero Tax Rate’ linked to that category. If you need to override this, you can select a different ‘Xero Tax Rate’ from the ‘Transaction details’.
- A transaction must include a value for ‘Xero category’ and ‘Xero Tax Rate’ before it can be exported to Xero.
- If you change the ‘Xero Category', the ‘Xero Tax Rate’ will be changes as well. If you manually selected a value for the ‘Xero Tax Rate’, you’ll need to enter it manually again.