Integrate Directly With Xero
Companies with Team or Corporate policies can integrate with Xero. The integration enables seamless import of expense accounts directly from Xero, and additionally, expense reports are sent to Xero as bills awaiting payment.
Connect Expensify and Xero
In order to connect Expensify and Xero, you will need to create an expense policy.
Step 1: Navigate to the policy settings
Navigate to the Connections section of the policy settings. To get there go to Admin > Policies > [Policy Name] > Connections. From there, choose to create a new Xero connection.
Step 2: Log into Xero and choose your organization
Enter your Xero login information and choose which organization within Xero you want to connect with Expensify. If you wish toconnect multiple Xero organizations to Expensify, you can do so by creating multiple expense policies. You can attach a separate organization to each policy (a popular option for accounting firms).
Step 3: Choose your categories
Once the connection has been created, navigate to the Categories section of the policy. Admin > Policies > [Policy Name] > Categories. You will notice that your chart of accounts from Xero has been pulled in as Categories in Expensify. You can use the “enabled” check-box to choose which categories will be available for your employees to use.
Its important to note that only expense accounts and any account that has “Show In Expense Claims” enabled will be imported from Xero.
That’s it! The Xero integration is now ready to use.
Export from Expensify to Xero
To export from Expensify to Xero, navigate to the Reports page and select the reports you wish to export. Then click “export to” and choose “Xero”. It is important to note that only the admin that connected to Xero in Expensify will be able to export expense reports from Expensify.
Once the reports have been exported, you will see the Xero icon next to the exported reports on the Reports page, in Xero the report will carry the date the report was exported.
To find the bill that has been created within Xero, navigate to Accounts > Purchases > Awaiting Payment. There you will see that a bill has been created from each expense report to be paid to the report submitter.
Sync Xero in Expensify
Any time you update your chart of accounts in Xero, you will also need to be sure to update in Expensify. In order to do this, go to Admin > Policies > [Policy Name] > Sync. It is important to note that only the admin that connected to Xero will be able to view and Sync the Xero connection in Expensify. Other admins will just be able to see that that policy has been connected to Xero.