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Any policy admin can export to Xero, but only the preferred exporter will see reports that are ready for export in their Inbox.
Export to Xero as bills awaiting payment with the following additional settings:
- Bill date — the bill is posted on the last day of the month in which expenses were incurred.
To view the bills in Xero, navigate to Accounts > Purchase > Awaiting Payments.
Here is an example of what the bill represents in Xero...
The receipt image can be found by clicking on receipt file at the top right-hand corner...
Non-reimbursable expense (such as company card transactions) export to Xero as bank transactions with one transaction per line-item (expense) created in the bank account of your choice. Each expense will also post using the transaction date that matches the date on your bank statement.
If you are centrally managing your company cards through Domain Control, you can export expenses from each individual card to a specific account in Xero (detailed instructions here).
Once exported, you can view the expenses, log into Xero and navigate to Dashboard > select your company card > find the correct expense
Here is an example of a credit card exported...
How to Export to Xero
- Navigate to the Reports page and select the reports you wish to export
- Click Export to > Xero. It is important to note that only the admin that is connected to Xero in Expensify will be able to export expense reports from Expensify to Xero.
- Exported reports will be marked in Expensify with a small Xero icon:
- A link to the expense in Xero will be posted as a report comment on the bottom of the report:
- A link to the report in Expensify will be added to the purchase bill or bank transaction in Xero via the Go to Expensify button:
Now that your export options are in place, check out our page on setting up coding your expenses!
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