What data flows through to Xero?
How does transaction data sync to Xero?
Data will automatically sync to Xero multiple times per day without you needing to do anything. Any updates to transactions in SpendAble will also reflect and update in Xero when the next sync occurs:
EXAMPLE:
1. A transaction is completed but a receipt is not uploaded.
2. The transaction syncs to Xero without a receipt attachment
3. Later that day a receipt is uploaded to the transaction in SpendAble
4. When the next Xero sync occurs, the attachment will flow through to Xero and the transaction record in Xero will be updated
Can I manually sync data to Xero?
Yes — each transaction can be manually synced in the transaction tab. Simply click the Xero Sync button next to the corresponding transaction and it will flow through to Xero.
Is there any circumstance where data won't sync to Xero?
For a transaction to sync to Xero, the transaction must be labelled as 'SETTLED'. This means the transaction has been reconciled and approved by VISA. If a transaction is not 'SETTLED' it won't sync.
The other circumstance where a transaction won't sync is when a a transaction is made from a wallet which is not mapped to Xero. You can only push transactions to Xero that have been mapped to a Chart of Account or Tracking Category.
What happens to transactions if I update the Chart of Account or tracking Category Mapping?
If you have mapped a wallet to a certain chart of account/tracking category, all transactions completed from that wallet will be auto-coded to that chart of account/tracking category.
If you change which chart of account or tracking category is mapped to the wallet, this will update where all future transactions completed from this wallet are coded to. All previous transactions will remain coded to the chart of account or tracking category that the wallet was mapped to at the time the transaction occurred.