The Xero configuration page lets you manage your connection, map categories to your Xero chart of accounts, and adjust sync settings.
| Setting | What it does |
|---|---|
| Connected organisation | Shows which Xero org is linked — disconnect or reconnect here |
| Category mapping | Maps Budgetly categories to your Xero chart of accounts |
| Sync settings | Controls how transactions sync — review-then-sync or fully automated |
How to access Xero configuration
- Click Settings in the sidebar.
- Select Xero.
- Choose the Configure button from the actions menu at the top right.
Connected organisation
This section shows which Xero organisation is connected. Click Disconnect from Xero to remove the connection.
Category mapping
Shows how many Budgetly categories are mapped to Xero accounts. Click Edit categories to update the mapping — each Budgetly category maps to an account in your Xero chart of accounts.
Important: Transactions without a category cannot be synced to Xero. Map all your active categories before syncing.
Sync settings
Configure how transactions are synced — choose between review-then-sync (manual approval before each sync) or fully automated.
Reconnecting to Xero
If your Xero authorisation expires, the Xero page shows a Re-connect button. Click it to re-authorise Budgetly’s access to your Xero organisation.
Switching Xero organisations
To sync with a different Xero organisation, contact support. If no bank account has been set up yet, you can click Reset Xero integration to start fresh.