Important:
You must have finance permissions to access this functionality.
When claims have been fully approved and are ready to be exported into Xero.
- Navigate to Accounting
- Use the circular checkbox to select the claims to be exported.
You can use the filters on the right, e.g. date, credit card, reimbursement.
3. Click Export
4. If not already auto populated, from the Export Format dropdown select the Xero Invoices.
Complete the date, Reference and press Export.
The claims will automatically transfer into your Xero system as Bills to Pay – Drafts
Note: If you would prefer an Excel spreadsheet to review and import manually into Xero. From Setup>Settings>Integration tab>Xero. Make sure the Active tick box is unticked and a copy of the export will go into your downloads.
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