📌Managing Uncategorized Transactions in Client Hub with Xero

This checklist explains how to manage Spend Money transactions synced from Xero → Client Hub, collect client information, and ensure the client’s books stay accurate.

🌀 Step 1 — Understand How Transactions Sync

• Spend Money transactions posted to a mapped account in Xero automatically sync to Client Hub.
• A Client Task is automatically created in Client Hub for each transaction.¹
• You can also run a manual refresh by selecting … > Xero Integration > Check for new transactions in Client Hub.

👩‍💻 Step 2 — Client Reviews and Responds

• Clients log into Client Hub and open their Spend Money tasks.
• Clients must select an account and click Submit to respond to the task.
• Clients can also click the transaction row to open a side panel with full details and add comments if needed.

🧾 Step 3 — Accountant Reviews Client Responses

• Log into Client Hub and review the updated tasks.

• Confirm that the client has provided enough information.

  Use the Comments section in the side panel to communicate with the client. Type a message and click the blue arrow to send.

  Use the action buttons as needed:

  • Re-open → sends the task back to the client for more information.
  • Go to Xero → opens the linked transaction in Xero.
  • Close → marks the task complete in Client Hub.
• When finished, ensure the transaction is also updated in Xero, since Client Hub does not push changes back.

¹ The sync is one-way — changes made in Client Hub do not update Xero.