Budget
Overview
Direction: Xero → Zudello
Sync Type: Full sync with fiscal year intelligence
Purpose: Advanced budget synchronization with fiscal year support and account-level budget breakdowns
Budget data flows from Xero to Zudello with sophisticated fiscal year handling and account-level budget breakdowns.
Fiscal Year Configuration
The integration supports configurable fiscal years, including standard calendar years (January-December) and other fiscal periods like April-March. This is set up in the integration's metadata.
Processing Logic
Budget Selection
The integration focuses on the OVERALL budget type from Xero. It retrieves the detailed lines for this budget and calculates the total budget amount for each account.
Date Calculation
The system automatically determines the start and end dates of the current fiscal year based on the configured fiscal year type.
Budget Header Fields
| Zudello Field | Zudello Value | Data Type | Notes |
|---|---|---|---|
| status | "ACTIVE" | String | Always active |
| document_type | "BUDGET" | String | Budget document type |
| dimensions_json | ["Account"] | Array | Account-based budgeting |
| budget_type | "SET" | String | Set budget type |
| start | Calculated | Date | Fiscal year start |
| end | Calculated | Date | Fiscal year end |
| module | "BUDGETS" | String | Budget module |
| submodule | "BUDGET" | String | Budget submodule |
Budget Line Fields
| Zudello Field | Xero Field | Data Type | Notes |
|---|---|---|---|
| start | Calculated | Date | Same as header start |
| end | Calculated | Date | Same as header end |
| is_approved | N/A | Boolean | Always false |
| is_complete | N/A | Boolean | Always false |
| line_number | N/A | Integer | Always 0 |
| description | Constructed | String | "Account Code: {AccountCode}" |
| account | AccountCode | Relation | Account reference |
| total_exclusive_local | Calculated | Decimal | Sum of BudgetBalances amounts |