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How-to: Connect your policy to Xero

Kirk BarrettKirk Barrett Expensify Success Coach - Admin Posts: 75 Expensify Team
edited August 18 in How-to Docs

Integrate Directly With Xero

The integration enables seamless import of expense accounts into Expensify and sends expense reports back to Xero as purchasing bills awaiting payment or "spend money" bank transactions.

Prerequisites

  • You must be a Policy Admin using a Collect or Control policy to connect

Connect Expensify and Xero

  • Navigate to Settings > Policies > Groups [Policy Name] > Connections > Xero
  • Select the Connect to Xero button and click Create a new Xero connection
  • Enter your Xero login information and choose the Xero organization you want to connect to Expensify (you can connect one organization per policy.)

If you are experiencing issues after following these steps, you can search the Community for the error you're receiving.

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