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Test a posting to Xero

Learn how to test your Xero integration setup by posting expenses to Xero.

J
Written by Jack
Updated over 2 weeks ago

Once the Xero integration has been connected and the mapping has been set up, it's recommended you complete a controlled test by posting 2-5 expenses from the Approved section in the Finance area.

To test a posting to Xero, follow the steps below:

1. Go to the Finance area.

2. In the Approved section, click the relevant subheading for the type of expenses you want to post to Xero - e.g. Reimbursable.

3. Select the expenses you'd like to post by ticking the individual checkboxes, or tick the Select All checkbox.

Note: You can click Filter and use the filter options available to locate the required expense(s).

4. Click the Export button and select either Export All or Export Selected from the drop-down depending on your selection.

5. Click the Xero option in the Export Expenses window.

Note:

  • If an expense being posted to Xero is billable, you'll need to mark it as 'Billed' separately before posting from the Reconcilable or Reimbursable sections.

  • All expenses will be moved to the Completed section in the Finance area once the posting has been started. If any expenses are not moved, check the Billable section and complete these manually.

6. Click Export in the Export Expenses window to confirm the posting.

7. Click the red Posting History link in the posting confirmation window to view the status of the posting.

8. In the Posting History screen, click Refresh to get the most up-to-date posting status.

Note: The posting status will change from Pending to Complete.

9. You can then check the expense in Xero using the EI number.

Note: You can also click the red hyperlinked Bill EI number to be taken directly to the bill in Xero.

If you have any further questions or have any issues posting expenses to Xero, check out our 'Why has my Xero expense posting failed?' Help Article or contact our Support team for help.

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