- 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 …
Category: Xero
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
- Smart Rules Are Not Available in Xero
- Transaction Volume Limitations Due to API
- Before Changing Settings, Refresh Cache
This guide covers …
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
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 …