Which date is used when exporting transactions to Xero?

Only the settled (cleared) date is used with the Xero integration. The settled date marks when the money left your account, usually within a day of authorisation, barring any disputes or currency conversion.

• For the automatic bank feed export, Soldo only syncs transactions that are already settled.
• For exporting transaction metadata, only settled transactions will be available in the Xero integration.

How to view settled transactions:

1. Navigate to the Integrations section of the left-side menu and select Marketplace.
2. Within the Xero integration box, click View report.
3. Here you can view the list of transactions to be exported, already exported, or to be ignored if needed.

You can still see other transactions, not yet in settled status, in the Soldo web and mobile apps under Reports > Transactions. You can filter by 'Transaction status' and choose from: Authorised, Settled, Cancelled and Declined.