Xero
- What is Soldo’s Xero integration?
- What do I need to do before setting up the Xero integration?
- How do I set up the Xero integration?
- What are Xero bank accounts and how they are used in the integration?
- Which transaction types are exported to Xero?
- Where does the transaction data go in Xero?
- How do I export my bank feed from Soldo to Xero (left side in Xero)?
- How do I export my transactions’ metadata to Xero (right side in Xero)?
- Can I manually export my bank feed from Soldo as a file?
- Can I exclude transactions from being exported to Xero?
- Do I need to click on ‘Get Bank Feeds’ in Xero for the integration to work?
- How do I set/change the attachment policy for the Xero integration?
- What are the limitations for attachments exported to Xero?
- How does Soldo work with Xero’s lock date?
- Which date is used when exporting transactions to Xero?
- Which fields will the integration import from Xero and how do I use them?
- How do I add, update, or disable tags in the imported lists?
- How is the ‘to’ field in Xero configured?
- Can I use my custom Tracking Categories from Xero in Soldo?
- How does the Xero integration fill out the Tax Rate?
- Can I assign multiple VAT rates/categories to a transaction I’ll export to Xero?
- Can I manually refresh the Xero integration?
- Why can’t I see my Xero bank accounts or create new ones?
- How can I reconcile transactions exported from Soldo?
- How do I change which Xero bank accounts are connected to my Soldo currencies?
- Why are none of my transactions being pushed to Xero?