Note: This video walks through building a Smart Rule that automatically applies Xero tracking categories to your synced transactions — the Xero equivalent of classes and locations — based on conditions you set. It also covers how Smart Rules work …
Category: Xero
How to Automatically Assign Xero Tracking Categories Using Smart Rules
Overview:
- What tracking categories are in Xero
- Before you start
- Step 1: create the tracking category in Xero
- Step 2: build the rule in Synder
- Tag every line or just one line
- Good to know
Synder can tag your synced
… Smart Rules for Xero: Entities, Actions and Limitations
Overview:
- Before you start: load your Xero data
- What you can build rules around
- The three action types
- What you can update, entity by entity
- Tracking categories instead of classes and locations
- Examples
Smart Rules work in Xero the same
… Accessing Xero Entities in Smart Rules Dropdowns
When using Smart Rules with Xero, the dropdown menus in your rule conditions and actions are populated directly from your Xero account. These lists need to be refreshed before they will appear — they do not load automatically.
This guide …
Assisted Transaction Reconciliation for Xero
This guide shows you how to set up Assisted Transaction Reconciliation for Xero in Synder — the recommended path for Xero Per-Transaction users. With Assisted mode, you export one Account Transactions report from Xero covering four accounts, upload it into …
Global Taxes in Synder: A Guide for Xero Users
- Who This Guide Is For
- How Synder Handles Taxes
- Per-Transaction Mode
- Summary Sync
- Handling Multiple Tax Rates From Different Regions
- When Your Payment Platform Sends No Tax Data
- Removing or Excluding Incoming Tax
Who This Guide Is For
This guide …
Xero Integration: Known Limitations and How to Handle Them
- Invoice Matching Window (±45 Days)
- Invoices Are Voided, Not Deleted, When Re-synced
- Rollback Restrictions
- Payouts and Clearing Account Reconciliation
- Transaction Volume Limitations Due to API
- Before Changing Settings, Refresh Cache
This guide covers the known limitations of Synder’s Xero integration …
How to Roll Back Summary Sync Transactions in Xero
This guide explains how to roll back transactions synced in Summary mode from Synder to Xero, and how to handle records that Synder cannot delete automatically.
Use this guide if:
- You use Summary mode in Synder with Xero as your
How to Reconcile Xero with Synder — Transaction Reconciliation Guide (Per-Transaction)
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 …
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