How do I add, update, or disable list items in the imported lists?

Adding, updating or removing list items

To add new list items (also known as tags) to one of the lists you’ve imported from Xero, or update existing ones, you need to create these items in Xero and add them to the list there. This data automatically refreshes every night, making the new list items visible in your Soldo account. You can also manually refresh the integration from Soldo to pick up the changes immediately. For more details, see Can I manually refresh the Xero integration?

After refreshing your integration, you’ll be able to see the new or updated Accounting Classification lists (for example, Expense Categories and VAT rates) in the Accounting Classification tab within Settings. You can also see new or updated custom list items in the Lists tab within Settings.

Disabling or enabling list items

You can enable or disable your custom tags at any time from Soldo without having to delete them from your Xero account. This is useful if you only want to show some items, if only some of them are used in Soldo, or if you’d like to shorten the list of available items to make selection easier for your users.

How to disable or enable items:

1. Navigate to the Integrations section on the left-side menu and select Marketplace.
2. Within the Xero integration box, go to Settings.
3. Select the Accounting tab for Expense categories or VAT rates, or the Lists tab to edit lists imported from Xero.
4. Click View entity or View list.
5. Use the toggles to choose the items you wish to disable or enable.

Any disabled items will no longer appear as an option when users add metadata to a transaction.

Editing expense category types and visibility

You may also want to edit the expense category types imported from Xero and decide which roles or users can view them.

To do so, first:

1. Navigate to the Integrations section on the left-side menu and select Marketplace.
2. Within the Xero integration box, go to Settings and select the Accounting tab.
3. Click View list beside Expense categories.
4. Select Edit in the top-right corner.

How to edit the imported expense category types:

1. Click Edit next to the Expense category type.
2. Edit your imported General Ledger account categories (known as expense categories in Soldo) using the selection tool.
3. Once you have reviewed your selection, click Confirm.

How to edit who can view expense categories:

1. Click Edit next to Visible to.
2. Edit which roles or users can view expense categories using the drop-down menu.
3. Once you have reviewed your selection, click Confirm.

You may be prompted to make further changes if these changes affect other sections in Soldo, such as Reminders.