Import Transactions from Xero

Import Xero bank account transactions directly into Synced for reconciliation.

Updated

Overview

Importing transactions from Xero keeps your records in sync and ensures submitted expenses can be quickly matched to actual bank activity - saving time and improving accuracy.

Steps to Import Transactions

  1. Navigate to the Paperwork - Missing Paperwork module
  2. In the top right, click + New Report
  3. Select the Import from Xero option
  4. Choose the relevant Xero bank account to pull transactions from
  5. Review the list of fetched transactions
  6. Select or create a report to add the transactions to
  7. Once imported, transactions will appear in the summary table ready for reconciliation