Every Weel transaction that exports to Xero carries a Reference: the value shown in Xero's Reference column for that bank line. What generates it depends on the transaction type. Knowing both keeps your Xero records accurate and avoids a blocked resync in Weel.
How It Works
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Card and manual transactions get an automatic, system-generated Reference, with no Weel field to edit it and no risk of a typo.
- This reference is a long alphanumeric code specifically generated for that transaction, and is used as an identifier.
- Accounts Payable bill payments use the reference or invoice number you enter on the bill, so it already matches your paperwork. Two exceptions: a BPAY-enabled business's bill Reference automatically mirrors its CRN, and a reimbursement or payout bill with no reference entered gets one auto-generated from the merchant name.
- Reconciling in Xero locks the Reference there and stops Weel from silently resyncing changes, so you always see a clear status instead.
Good to know
- If a post-reconciliation update is blocked, you'll see either a Reconciled tag noting the change hasn't synced, or a red Export error tag explaining why.
- To push a change through after reconciliation, unreconcile the transaction in Xero, then run a manual sync in Weel.