Please note that when syncing to Xero, journals first go to the "Drafts" page.
Syncing is the process of posting your ledger entries from TRES to Xero. For an entry to be successfully uploaded, the following conditions must be met:
You are connected to your Xero ERP.
The transaction has a calculated cost basis.
The transaction is assigned to one of your accounts in your Chart of Accounts (COA).
You can view the full details of any transaction by clicking on it to analyze all relevant sub-transaction information.
There are four ways to sync your transactions, depending on your company's preferences:
Bulk Sync of All Transactions
Go to Integrations, click View Configuration on Xero card.
In the top-right corner, click the three dots icon and select Sync All Transactions.
To proceed, follow the security check instructions on the pop-up, type “push,” and then click Sync All Transactions to complete the sync.
Bulk Sync of Transactions for a Specific Time Period
Follow the same path as above to get to the Syn All Transactions screen.
Tick the Sync specific period box to select transactions from a defined time period.
Set the start and end dates, complete the security check by typing "push," and click Sync All Transactions.
Bulk Sync from a Selected Cluster of Transactions
Go to the Ledger module by clicking Ledger on the left-hand side of the platform.
Once in the Ledger, select the transactions you want to sync by clicking the boxes on the left side individually or by using the filters at the top of the page (e.g., filtering by Assets = Cardano).
Click the box in the top-left corner of the table to select all filtered transactions.
After making your selection, a blue pop-up will appear at the bottom of the screen. Click Sync to ERP to finalize the process.
Sync Transactions One by One
Go to the Ledger module by clicking Ledger on the left-hand side.
Locate the transaction you want to sync, then click the Sync Now icon in the ERP column on the right-hand side of the screen.