Exporting from date
Updated over a week ago

Update the export from date to limit the data that is shown in the preview. Synergy performs a real time check on all the data that is available in the date range selected. By restricting the date range the results page can show faster in the Preview tab.

The 'Export from date' setting allows you to control how far back in Synergy that Connect checks for data like:

  • Invoices (Synergy invoice date)

  • Credit Notes (Synergy credit note date)

  • Payments (invoice payment date in either Synergy or Xero)

  • Bills (Synergy bill date)

  • Bill payments (Xero bill payment date)

  • Staff expenses (Synergy cash or travel expense date)

Tip: Learn more about the Xero Connect Settings.

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