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. Go to Settings in the left sidebar.
3. Scroll down to Payments & billing.
4. Select Payment methods.
5. Find your payment method and click the three dots.
6. Select Edit sync details from the dropdown list.
7. 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.