Auto Sync 

How does auto-sync work?

With auto-sync for Xero, when a non-reimbursable report is final approved in Expensify, we will automatically queue it for export to Xero. However, if a withdrawal account has been added for ACH reimbursement, any reimbursable expenses will be auto-synced to Xero when the report is either marked as reimbursed or enabled for reimbursement. 

What happens if the report can't be exported to Xero automatically?

There are a number of reasons why your reports may fail to export to Xero, in which case we'll send an email to your technical contact (as defined in the Connections section of your policy), and we'll place your reports in your Inbox. There, you'll be able to fix any issues (need help? Check out our troubleshooting page on Xero export errors and export manually.

How can I make sure that I final approve reports before they're exported to Xero?

You'll want to make sure that your policies are set up with the correct workflow, so that they are reviewed by the appropriate people within Expensify before exporting to Xero. We have some examples of workflow in our help documentation, to help guide you through defining your own workflow.

You may also want to use Domain Control to strictly enforce expense policy workflows, as this will make sure that your policy's workflow is always followed.

Newly imported categories should be enabled/disabled 

This controls the status of new categories. Based on this control, new categories imported from Xero to Expensify with be either enabled or disabled by default.

Set purchase bill status (optional)

This allows you to select purchase bills to appear as...

  • Draft
  • Awaiting Approval
  • Awaiting Payment

This allows you to sync the report status between Expensify and Xero. If you reimburse a report via ACH direct deposit within Expensify, the purchase bill will be marked as paid in Xero (and vice-versa). You'll also want to select an account in Xero to post that bill payment.


Still looking for answers? Search our Community for more content on this topic!

Did this answer your question?