Reconciling expenses with corporate cards in the UK (Xero)

tleonard56

Hi there,

I'm an expensify user based in the UK. Since expensify doesn't seem to offer integrations with many UK banks or credit cards at the moment, how should we reconcile these expenses when they pop up on Xero? Should corporate card transactions be coded as "non-reimbursable"?

Ideally, we need the expensify report to reconcile with the corporate card direct debit on our Xero accounts. Any help you can provide is much appreciated. Thanks!

Thomas

Ted Harris

Hi @tleonard56 - thanks for your question. You're right, Expensify doesn't integrate with many banks via a Direct Connection right now, other than American Express cards , but we do support many more banks via a direct feed. Some of the most popular banks that will setup feeds into Expensify are HSBC (via HSBC MiVision), Santander (via AirPlus), American Express (Amex @Work cards supplied by GL1025 feed), Silicon Valley Bank (via a commercial card feed) or Barclays (note that Barclays will charge a small monthly fee to provide a feed for Expensify for annual spend under £500k).

Other than these, it's worth discussing with any banks you're looking at whether they can provide a Mastercard (CDF) or VISA (VCF) file feed directly with their corporate cards too. Any standard VCF or CDF feed can be accepted by Expensify and we can help you with the documentation get those setup from our side too. Just check out the guide for importing via Commercial Card feed here!

Keep an eye on our Product Updates page for announcements of more global Approved! Banks coming in the next year as well as the culmination of all the work we've been hard at in building a CSV import feature for Domain Control. Coming Soon...