Xero and tax codes

Why it's not possible to edit tax codes in Pleo

Once you've enabled Pleo's direct integration with Xero and have imported your Categories, tax rates are automatically synced. Because tax codes are pulled from Xero, we've intentionally made it so that it's not possible to change them in Pleo. If you were to edit tax codes in Pleo but not Xero, that would cause problems when you later export expenses. So if you need to change any tax codes, please:

  1. Log into Xero and change the tax codes

  2. Log into Pleo and re-import your Categories (this will automatically update the respective tax codes).

What to do if you see the export message "Tax rate must be Active"

The cause:

This message means that you've imported your Categories (and respective tax codes) from Xero, but someone has since archived a tax code in Xero. Because the tax code that’s no longer active in Xero, the Pleo expense can't be exported.

The solution:

Please re-import your Categories from Xero. As mentioned above, each Category has a pre-selected tax code.

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