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After a charge is reconciled in ClearSpend, you can push it to Xero with its matched invoice. The sync status tabs on Transactions show where each charge is in that pipeline. They are separate from Evidence and Reconciled, which track documentation and match quality inside ClearSpend. See Xero integration.

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Sync status tabs

Tabs above the table on Transactions filter charges by sync status:

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Ready to Sync requirements

A charge moves to Ready to Sync when it has:
  1. A chart of accounts (GL code) assigned
  2. A matched invoice linked to the charge
If either is missing, the charge stays in Needs Review until both are in place. Reconciliation alone does not move a charge to Ready to Sync. Charges can come from Plaid, Xero, or a statement upload. What matters is that they are reconciled in ClearSpend and ready to push.

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Sync to Xero

  1. Connect Xero if you have not already.
  2. Open the Ready to Sync or Sync Error tab on Transactions.
  3. Click Sync to Xero in the toolbar.
ClearSpend sends eligible charges and their matched invoices to Xero. A Sync to Xero click is the ClearSpend → Xero push. Import from Xero happens on Xero → ClearSpend. Sync runs in the background. Refresh Transactions to see updated statuses. If a push fails, open Sync Error, fix the issue (for example a missing bank account or account code), then try Sync to Xero again.