Search

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?

Screenshot 132.png

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

Screenshot 133.png

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.

Screenshot 134.png

Screenshot 135.png

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.

Screenshot 136.png

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.

Screenshot 137.png

Screenshot 138.png

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.

Screenshot 139.png

Expense settings:

Screenshot 140.png

Bills settings:

Screenshot 141.png

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

What if I don’t want to use tracking categories or tax rates?

If you do not want to import your tracking categories or tax rates from Xero, you can unselect all values on the import page. If you do so, that field will no longer show up in Settings or on the expense / bills details pages.