This guide will provide an overview of how you can update or make changes to Xero Expense Data integration.
For more information, please check out other articles on Expenses and Xero.
If you’d like to update the expense data (e.g., chart of accounts, tracking categories, contacts and tax rates) imported from Xero into Airwallex, you can do so on the Xero Expense Data homepage in Connections. Navigate to the main Connections page and select the Xero Expense Data tile.
This page displays the data that you had previously imported from Xero for your chart of accounts, tracking categories, tax rates and contacts.
If you’ve made any changes in Xero, we recommend that you refresh your Xero data in Airwallex by clicking “Refresh data” to ensure your expense data continues to sync successfully to Xero. Refreshing your data in Airwallex will ensure that your expense data in Airwallex remains consistent with your expense data in Xero.
If you’ve added a new chart of accounts, tracking categories, tax rates or contacts in Xero, they will now show up in Airwallex. If you’ve archived any existing chart of accounts, tracking categories, contacts or tax rates in Xero, they will be removed from Airwallex. And if you’ve renamed any chart of accounts, tracking categories, contacts or tax rates in Xero, their new names will be reflected in Airwallex as well.
For each of the expense data types (excluding contacts), you can click “Edit selection” to update which values you’d like to surface to your employees when they’re submitting their expenses.
Important note: Refreshing your Xero data in Airwallex is particularly important if you’ve archived any tracking categories or tax rates in Xero. Currently, if you approve and sync an expense to Xero with an archived tracking category or tax rate selected, the expense will still successfully sync to Xero. The tracking category field will be left blank and the tax rate field will have the default tax rate configured for the selected account.