Can I have reimbursable expenses integrate to Xero but not non-reimbursable when on same policy

Jon_Foulkes Expensify Customer Posts: 7 Expensify Newcomer

I want to use the new Xero integration facility but only for reimbursable expenses. The reason for this is that non-reimbursable (company cards) are already integrated between the bank and Xero and I don't want these doubling up. IS it possible to do this? Is it even necessary?

Best Answer

  • Ted Harris
    Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify Team
    Answer ✓

    Hi @Jon_Foulkes, whilst there is no way to prevent only Non-Reimbursable transactions from exporting to Xero, you can export your imported cards to individual GL accounts so these are easily reconcilable in Xero.

    The only other way to go about this would be to separate your spend (reimbursable/non-reimbursable) between policies in Expensify, with just the former linked to Xero. It's not something we'd advise as best practice though.