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Updating Financial Settings with Xero

How to update financial settings from Xero in Re-Leased — add or edit Chart of Accounts and tax types in Xero, then trigger a manual sync or wait for the next auto-sync to apply changes in Re-Leased.

Updated over a week ago

When you update your Chart of Accounts or Tax Types in Xero, those changes sync to Re-Leased automatically at the next scheduled sync. You can also trigger a manual sync to apply them immediately.


Adding or Editing Accounts in Xero

Log in to Xero and navigate to Accounting to manage your Chart of Accounts:

  • Add a new account — click Add Account.

  • Edit an existing account — click the account name, make your changes, and click Save.

Changes saved in Xero will sync to Re-Leased at the next auto-sync. For immediate effect, trigger a manual sync.



Triggering a Manual Sync

  1. Click the Sync icon in the Quick Links menu.

  2. Select Start sync from the dropdown.

Your Xero changes will now be reflected in Re-Leased.

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