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Xero FAQ

Frequently Asked Questions about Xero Integration

How do I sync my deposits to Budgetly?

In Xero, navigate to Reconcile screen of the bank account you used to deposit money to Budgetly. Reconcile the deposit as a Transfer to Budgetly account.

transfer-xero-reconcile

How do I disconnect from Xero?

In Budgetly select Xero > Configure > Disconnect Xero. This will not remove records of your synced data and you can reconnect at any time. Contact us you would like to completely remove all sync records.

What doesn’t your integration do?

Changes you make to transactions in Xero are not synced back to Budgetly.

How do I reconcile transactions synced to Xero?

This is described in Using the Xero Integration.

When and how does data sync occur?

Trigger transaction sync manually by clicking on the Sync button. This will sync all Settled transactions which have a category set.

Can I sync to multiple Xero Organisations?

One Budgetly company can only be synced with a single Xero Organisation. If you are running multiple businesses, separate Budgetly companies for each can be the best setup. Please contact us for more information.

How is GST handled?

GST is automatically calculated in Xero based on Tax Rate of selected Account (Category in Budgetly). Edit the transaction in Xero if calculated GST is incorrect.