The Xero direct integration includes two features that can be used together or independently:
Posting - Send expense and invoice data directly to Xero.
Data Sync - Automatically synchronise reference data from Xero to ExpenseIn, keeping your Admin area up to date.
Enable the Integration
To get started, you must first authorise ExpenseIn to connect to Xero.
Once authorised, you can:
Set up your ExpenseIn account to post expense and invoice data.
Configure the Xero Data Sync feature.
Follow the relevant sections below for setup instructions.
After completing the setup, ExpenseIn will be connected to your Xero account, allowing data to flow between the two systems successfully.
Note: You can disconnect ExpenseIn from Xero at any time. Your business remains in full control of the integration.
Post Expense and Invoice Data
To enable ExpenseIn to post expense and invoice data directly to Xero, review and complete the following:
Note:
The standard CSV export option remains available after enabling the integration.
The Xero direct integration supports the posting of receipts attached to expenses for Bills.
Configure Xero Data Sync
To enable automatic synchronisation of reference data from Xero to ExpenseIn, review and complete the following:
1. Xero Data Sync.
Additional Information
If you have any questions about setting up and testing the Xero integration, contact our Support team for assistance.