If your expense reports aren’t exporting to Xero, this guide covers common causes and how to fix them.

Report didn’t export automatically to Xero

When an error occurs during an auto-export:

You’ll receive an email with details about the error
The report will show a red dot in the related Chat thread
A message will post in the Workspace’s #admins chat, linking to the Accounting settings with the error reason

These errors prevent automatic exports. You’ll need to correct the issue and export the report manually.

How to resolve it

You can only export reports that are in one of these states:

If a report is still Open, you’ll see a message indicating the data isn’t ready for export.

Open the report and review its status.
If the report is Open, submit it.
If the report is Processing, it must be approved by an admin or approver.
Once approved, go to the top of the report, select Export, and choose Xero.