Before you start exporting expenses from Expense Management to Xero, you'll need to follow an onboarding process to set up the integration.

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

Select Xero to begin the setup.

On the integration connection page, you’ll be able to play a video tutorial to set up the integration. Select Connect to Xero to get started.

You’ll be directed to the integrations page while Xero connects with Expense Management.

Select the Xero account where you'll export all the expenses from Expense Management and select Allow access.

You'll be directed to the integrations page while the Xero connects with Expense Management.

It may take a few minutes to import all the data required to complete the setup.

Once the import is done, select Save and continue.

It's mandatory to set up export settings before the integration is set up, these settings are to configure how bank transactions from Expense Management are exported to your Xero account.

Select the details for exporting the bank transactions, select Save and continue to proceed.

In this section, select the dimensions you want to import from Xero and use them in Expense Management while adding expense details.

You can import the chart of accounts from your Xero account. Use the toggle buttons to enable these imports and select how these should be 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 complete, select Save and continue to proceed.

In the advanced settings, you can enable the options to customize and automate your export workflow. This section is optional and you can enable this based on your business requirements.

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.

The advanced setting also hosts options such as exporting expenses with the date of the next open accounting period and auto-creation of Expense Management merchants as contacts on Xero.
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Use the toggle buttons to enable or disable these features. Once complete, select Save and continue.

The Expense Management - Xero integration setup is now complete. Select Launch Integration to finish. You can modify the configured settings as needed from the Integrations page.

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