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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 .

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, we will guide you to set up your bank feed and connect the currencies to sync transactions. 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

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.