Setting up the Xero Expenses and Bills Integration

This guide steps you through how to set up your Xero Expenses and Bills integration. For more information and help, please check out other articles on Bills, Expenses & Xero

How do I set up the Xero Expenses and Bills integration?

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Select the Xero Expenses and Bills tile to open the Xero Expenses and Bills home page. Click the connect button in the top right.

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You will see the following pages where you can select your Xero organisation. Make sure that the Xero organisation you select is the same for both Xero Expenses and Bills and Xero Bank Feed.

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Once you’ve selected your Xero organisation, you can review and connect the relevant currencies that you expect to incur expenses in. If you don’t yet have Xero Bank Feed connected, you can connect your currencies. If you have already connected Xero Bank Feed, your existing bank feed currencies will already display as connected.

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After reviewing and updating your currency connections if needed, you can then review and edit the accounting data that you want to import into Airwallex. This includes your chart of accounts , your tracking categories, your tax rates, and your contacts. You can choose to import all or a subset of the data. For contacts, you can choose to opt in to displaying imported contacts for your cardholders to use when submitting expenses.

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Once you’ve successfully imported your accounting data, you can customise which fields you want your employees to code for expenses and bills. These settings can be configured individually for expenses and bills.

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Expense settings:

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Bills settings:

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Important notes:

  1. You will be able to import both expense and asset accounts as well as tax rates that can be applied to those accounts.
  2. Currently we do not support import of accounts that are marked with the “Inventory” asset type in Xero
  3. At this time we don’t support importing tracking categories with over 1000 category options, and we don’t support importing Xero contacts from accounts with over 10K contacts.