Every expense in Xero must be linked to a payment method. Therefore, in order to sync your payments from Melio to Xero, you should link the payment methods connected to both accounts.
Important note: Payments with a payment method not linked.
Payments made through a payment method in Melio that isn't linked to a payment method in Xero cannot be synced with Xero.
Linking your payment method is easy, just follow these steps:
1. Sign in to your Melio account.
2. Click Settings in the left sidebar.
3. Under PAYMENTS AND BILLING, select Payment methods.
4. In the relevant payment method, click the three dots.
5. Click Edit sync details.
6. In Link [payment method]to Xero, click the black arrow and select from the dropdown the right payment method. Click Link [payment method] to continue.
That’s it! Once the funding source is aligned, any payments completed with it will be properly synced.