Export expenses to Xero and resolve export errors

After you’ve connected your Expense Management account to Xero, approved or closed expenses can be exported to Xero for accounting purposes.

For detailed instructions on setting up an integration with Xero, view the Set up an integration with Xero help article.

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

To export expenses to Xero, select the Export button. This may take a few moments based on the number of expenses ready for export.

After the export is complete, you’ll be able to view the export status of the expenses in the Your last report section.

You can find a log of successful exports in the Exports log tab of the integration dashboard.

If any expenses or reports fail to export to Xero, the number of failed expenses will be immediately displayed in the Your last report section. Select View to get additional information about the failed expenses.

The reasons for any failures will be displayed in the Errors section of the page. You can resolve these errors before retrying the export.

For category mapping errors, select the Resolve button. All the missing category mapping data is displayed in a right side panel.

You can create new mappings directly from the panel. New category mappings are automatically saved.

Once the errors have been resolved, export the expenses again. The expenses should be exported to Xero if no further errors are triggered.

Xero errors are the result of validation or permission issues originating from Xero. These issues block Expense Management from generating records in Xero.

All linked expenses that failed due to Xero errors—along with their corresponding error codes—will be displayed on the integration dashboard. Use this information to resolve any Xero related issues in Xero before trying to export again.

Note: The integration will compile all the previously failed expenses along with any new ones. All will be ready to export to Xero.

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

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.