Adding, updating or removing tags
To add new tags to one of the lists you’ve imported from Xero, or update existing ones, you'll need to create these tags in Xero and add them to the list there. Once done you'll have to manually refresh the integration from Soldo to pick up the changes you made, making them visible in your Soldo account. For more details, see Can I manually refresh the Xero integration?
After that, you’ll be able to see the new or updated tags in your lists on the 'Lists' page (under 'Configure' in the sidebar) and assign them to transactions.
Disabling or enabling tags
You can enable/disable tags at any time from Soldo without having to delete them from your Xero account. This is useful if you only want to expose some of the tags, you only use some of them in Soldo, or would like to shorten the list of available tags to make things easier for your users. To do so:
- Under the 'Configure' section, select 'Lists'.
- Select the Xero list from the left menu.
- From the right side, select the tag you wish to disable/enable and change its status.
- The disabled tag will no longer appear as an option for user to select when adding metadata to a transaction.