Admins can choose to allow their cardholders to assign expenses or bills directly to Xero contacts. On the Xero Expenses and Bills page in Connections, admins can toggle on the Contacts tile to start displaying imported contacts to their cardholders.
Once enabled, as cardholders fill out the merchant field on an expense or bill, they are able to search and select from existing Xero contacts or enter in a new merchant value.
If the expense or bill is assigned to an existing Xero contact as the merchant, when synced to Xero, the expense or bill will automatically be synced to the selected contact.
If an expense is assigned to a new merchant value that is not an existing Xero contact, the expense will sync to Xero under the default “Airwallex Expenses” contact.
If a bill is assigned to a new merchant value that is not an existing Xero contact, Airwallex will create a new Xero contact for that merchant name & sync the bill to that newly created contact.