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.
Connect Expensify and Xero
- Navigate to Admin > [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.)
Next step: Configure your connection!
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