Xero
- Where does the transaction data go in Xero?
- What do I need to do before setting up the Xero integration?
- How do I start setting up the Xero integration?
- Do I need to click on “Get Bank Feeds” in Xero for the integration to work?
- What bank accounts should I connect to Soldo for the Xero integration?
- How can I ensure that my company’s employees attach receipts to their transactions?
- Can I use my custom Tracking Categories from Xero in Soldo?
- What is the Xero Suppliers list referring to?
- What is the Xero Customers list referring to?
- How do I add new Suppliers and Customers to Soldo?
- How does the Xero integration fill out the Tax Rate?
- Can I add or edit Xero Categories after setup?
- How can I export my transactions to Xero?
- Why do some of my transactions have “Missing” Xero Categories?
- What does the date refer to in the Xero integration?
- Why does the “to” field in Xero showing as “Soldo Ltd” for all my transactions instead of the merchant name?
- How can I automatically reconcile all of my transactions exported from Soldo?
- Why aren’t some of my transactions’ metadata exporting to Xero?
- Why are none of my transactions being pushed to Xero?
- Do transactions (such as Soldo billing and transfers to/from another bank account) in company wallets get exported to Xero?
- How can I close my books in Xero with unreconciled transactions?
- How can I do a bank reconciliation with the Xero integration?
- How can I split a transaction into multiple line items?