Once the integration is successfully configured all the expenses once Approved or Closed can be exported to Xero where they are stored permanently for accounting purposes.

You can access the Xero integration from your admin settings.

Select Integrations from the left side panel and select Accounting. Select Xero.

You'll be redirected to the dashboard. From here you will be able to export expenses and view any failed expenses as well as export any errors.

If you have any expenses ready to export, the Export button will push the exports to Xero. Select Export to start.

Once exported, you will be able to see the export details from the table below.

In the case where the transactions (expense/report) have failed to export to Xero, it will immediately reflect in the dashboard with a corresponding count of failed associated errors (integration of Xero errors).

You can directly resolve the errors from the dashboard before trying to re-export. Select Resolve to unblock it by taking the required action.

For integration errors, the error details will be automatically shown by the integration. All the missing mapping data is shown with an option to create new mappings directly from within the dashboard.

Once the missing mapping is completed, the data is automatically saved and you can try to re-export these expenses.

Xero errors are typically because of any validation or permission issues on Xero's end that block the Expense Management integration from creating a record in Xero.

In this case, all the associated expenses that have failed because of the error and the corresponding error code and message are shared. However, you can use this information to fix the issue in Xero before trying to re-export the expenses.

Note: The integration will automatically compile all the previously failed expenses and newly imported expenses and keep them ready to export into Xero.

If you need further assistance with exporting expenses to Xero, contact our support team at suport@capitalone-fylehq.com.