This guide shows you how to reconcile Xero with Synder using Synder’s Transaction Reconciliation feature in Manual mode. You’ll export an Account Transactions report from Xero, upload it into Synder, and match it against your payment platform data so every …
Category: Xero
How Sales Tax Works in Synder for Xero Per Transaction Mode
This guide explains how Synder handles sales tax in Per-Transaction (PT) mode and how it interacts with Xero.
Use this guide if:
- You use Per-Transaction mode in
Summary Sync: How to Track Sales Tax in Xero with Synder
This guide explains how to configure sales tax tracking in Synder Summary Sync when posting summaries to Xero.
Use this if:
- You use Xero Summary Sync
- You
How to Work With Overpayments in Synder Summary Sync to Xero
Overview:
- Understanding why overpayments occur when syncing to Xero with Synder Summary
- Steps to associate overpayment with a previously underpaid invoice in Xero
Understanding why overpayments occur when syncing to Xero with Synder Summary
You might come across overpayments in …
Per Transaction: Reconcile Your Checking Bank Account in Xero
In this guide, you will learn how to reconcile your sales platforms transactions synchronized by Synder to your Checking bank account in Xero. You can do it in one of two ways.
Overview:
…Automatic Xero Clearing Account Reconciliation
When Synder integrates the payment processor with Xero accounting it creates a Clearing bank account (a so-called Holding account) for the temporary storage of synchronized transactions (the same way as the payment processor holds the money for some time before …