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  • Xero

Category: Xero

How Sales Tax Works in Synder for Xero Per Transaction Mode

  • Per-Transaction Mode Overview
  • Sales Tax Calculation Logic
  • Sales Tax Settings
  • Important Notes
  • FAQ

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
…
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Summary Sync: How to Track Sales Tax in Xero with Synder

  • Option 1: Tax Tracking Enabled
  • Option 2: Tax Tracking Disabled
  • Important Notes
  • FAQ

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
…
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How to Work With Overpayments in Synder Summary Sync to Xero

Overview:

  1. Understanding why overpayments occur when syncing to Xero with Synder Summary
  2. 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 …

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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:

  1. Automated way using Payouts feature (more accurate)

…
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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 …

Learn More →
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