When you connect your Melio and Xero accounts, payments automatically sync between the two platforms. However, some payments found in your Xero account may not show up in your Melio account.
One possible reason: the bills are outdated.
On the first sync, Melio only syncs payments edited or created in the last 30 days. To sync older payments, you can edit them in Xero. It can be something minor, such as adding and deleting an extra letter in a vendor’s name. Afterward, the edited payments should appear in your Melio account.
If newer payments aren’t appearing either, try manually syncing your Xero account.
The simplest way is to do it:
1. Go to your Melio dashboard.
2. Click the sync icon next to the account name.
Another way to manually sync your accounts:
1. Click Settings in the left sidebar.
2. Click Accounting Software Sync.
3. Click Sync now under Xero is connected on the right.
Disconnect and Reconnect your Xero Account.
If you still aren’t seeing payments, please disconnect and reconnect your Xero account.
1. Click Settings in the left sidebar.
2. Click Accounting Software Sync.
3. Click Disconnect under Xero is connected on the right.
4. Return to Settings and click Accounting Software Sync again.
5. Click Connect under Xero on the right.
6. Click Allow access to let Melio use your Xero profile information.
Once relinked, payments should sync between your Xero and Melio accounts.