New: Xero Transaction Sync
We’re excited to announce that your Xero organisations are now syncing transactions. We’ve made this change to support future reporting improvements, but you may notice a few changes right now such as faster sync times and more robust handling of tracking category combinations.
Important Notes
Multi-Currency Transactions (Action required)
If you handle transactions in multiple currencies, you will need to enable this setting, and then run a Sync to update the data. Check out the Sync a Xero Organisation help article for more details.
Unrealised Gains and Bank Revaluations
Enabling the multi-currency transactions setting means we’ll perform additional sync steps to reconcile Unrealised Gains and Bank Revaluations. Since these are unrealised there are no transactions recorded in Xero. To optimise the required sync time, Calxa allocates all currency revaluations to the Unassigned Tracking Category option. For more details refer to the Calxa and Xero help article.