Set up an integration with Xero

You can connect your Xero account to Expense Management. This integration allows you to export all expenses and their details—like receipts, purpose and cost code—to Xero and import Xero data to Expense Management.

To set up your Xero integration, follow these steps:

Go to Accounting integration from the left side panel and select Xero.

To access the Xero integration, select the Accounting integration on the left-side panel.

On the integration connection page, you can play a video tutorial explaining how to connect your account.

Select Connect to Xero.

You’ll be directed to a Xero page. Select the Xero account that you will export expenses to, then select Allow access.

You'll be taken to the Integration set up page while Xero connects with Expense Management. It may take a few minutes to connect.

Once the connection is done, select Save and continue.

Next, you’ll configure your export settings. Your expenses will be exported to Xero as bank transactions by default.

There will be additional fields for export method and frequency. Select your preferences, then select Save and continue.

In the import settings section, select the dimensions you want to import from Xero. Your employees will be able to select these dimensions while adding expense details in Expense Management.

You can import the chart of accounts from your Xero account. Use the toggles to determine how this data is imported to Expense Management.

You can import details such as items, regions and teams from your Xero account to Expense Management. These can be mapped to the cost center, project or a custom field set up in Expense Management.

Once you’ve made your selections, select Save and continue to proceed.

You can enable automation in the advanced settings section.

Scheduling automatic export is a feature where you can set up a frequency for the integration to automatically export expenses from Expense Management to Xero.

Scheduling automatic exports allows Expense Management to automatically export expenses to Xero. After switching this toggle on, you’ll need to set the frequency of this automatic export.

You can also enable entries to post in the next open accounting period and allow for vendor auto-creation in advanced settings.​

Use the toggles to enable or disable these features. Once complete, select Save and continue.

The integration to Xero is now set up. Select Launch integration to finish. You can modify the settings at any time from the Accounting integration page.

If you have any more questions about configuring the Expense Management-Xero integration, contact our support team at support@capitalone-fylehq.com.