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. Soldo automatically refresh the integration every 30 minutes and will pick up the changes you made, making them visible in your Soldo account.
Once fully refreshed, 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.
Note: You can also manually invoke the refresh whenever you need to. For more details see Can I manually refresh the Xero integration?
Disabling or enabling tags
You can enable/disable tags at any time from Soldo without having to delete them in 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.