If you’d like to update the accounting data (e.g., chart of accounts, tracking categories, tax rates, and contacts) imported from Xero into Airwallex, you can do so on the Xero Spend homepage in Connections.
- Navigate to Connections: Select Settings → Connections.
- Select Xero: search and select Xero tile → Spend
This page displays the data that you had previously imported from Xero for your chart of accounts, tracking categories, tax rates, and contacts.
If you’ve made any changes in Xero, click Refresh data in Airwallex to update your Xero data. This helps ensure your expense data continues to sync correctly with Xero and keeps your accounting data in Airwallex consistent with what’s in Xero.
If you’ve added new accounting data in Xero, it will now appear in Airwallex. If you’ve archived any existing accounting data in Xero, it will be removed from Airwallex. If you’ve renamed any accounting data in Xero, the updated names will be reflected in Airwallex.
For each of the accounting data types (excluding contacts), you can click 'Edit selection' to update which values you’d like to surface to your employees when they’re submitting their expenses.
Important note: Refreshing your Xero data in Airwallex is particularly important if you’ve archived any tracking categories or tax rates in Xero. Currently, if you approve and sync an expense or bill to Xero with an archived tracking category or tax rate selected, the submission will still successfully sync to Xero. The tracking category field will be left blank and the tax rate field will have the default tax rate configured for the selected account.