Xero FAQ

Why Is My Report Not Automatically Exporting to Xero?

An error is preventing the report from exporting automatically.

You can find the error in several places:

• The Preferred Exporter (set in the Workspace configuration) will receive an email with error details.
• The error appears in the report comments section.
• Reports with errors will not automatically export until the issue is resolved.

How to Resolve Automatic Export Failures

1. Open the report in Expensify.
2. Review the error message in the comments.
3. Make the required corrections.
4. A Workspace Admin can manually export the report once fixed.

Why Am I Unable to Manually Export a Report to Xero?

Only reports in the following statuses can be exported:

• Approved
• Done
• Paid

If the report is in Draft, selecting Export may load an empty screen.

How to Resolve Manual Export Issues

1. Submit the report if it is in Draft.
2. Have an approver approve it if it is Outstanding.
3. Once fully approved, a Workspace Admin can export it.

How Do I Disconnect the Xero Connection?

On web:

1. Go to the navigation tabs on the left and select Workspaces.
2. Select your Workspace.
3. Select Accounting.
4. Click the three-dot icon to the right of the Xero connection.
5. Click Disconnect.
6. Confirm the disconnection.

On mobile:

1. Tap the navigation tabs on the bottom and select Workspaces.
2. Select your Workspace.
3. Tap Accounting.
4. Tap the three-dot icon next to the Xero connection.
5. Tap Disconnect and confirm.

Note: Disconnecting clears all imported options from Expensify.

Why Does It Show That I’m Already Connected to Xero When Trying to Connect for the First Time?

This usually means the Workspace is still connected in Xero under Connected Apps.

How to Fix It

Step 1: Disconnect in Xero

In Xero:

1. Go to the company you want to connect.
2. Click App Marketplace > Go to Connected Apps.
3. Find Expensify in the list.
4. Click the three-dot icon to the right.
5. Click Disconnect.

Step 2: Reconnect in Expensify

1. Go to the navigation tabs on the left and select Workspaces.
2. Select your Workspace.
3. Select Accounting.
4. Attempt the Xero connection again.

After disconnecting from Xero and reconnecting from Expensify, the integration should complete successfully.

FAQ

Who Can Manually Export Reports?

Only Workspace Admins can manually export reports to Xero.

Does Disconnecting Remove My Configuration?

Yes. Disconnecting clears imported categories, contacts, and configuration settings. Take screenshots of your Workspace settings before disconnecting if needed.