diff --git a/docs/articles/new-expensify/connections/Set-up-Xero-connection.md b/docs/articles/new-expensify/connections/Set-up-Xero-connection.md new file mode 100644 index 000000000000..73bff6ad5862 --- /dev/null +++ b/docs/articles/new-expensify/connections/Set-up-Xero-connection.md @@ -0,0 +1,102 @@ +--- +title: Set up Xero connection +description: Integrate Xero with Expensify +--- +
+ +{% include info.html %} +To use the Xero connection, you must have a Xero account and an Expensify Collect plan. +{% include end-info.html %} + +To set up your Xero connection, complete the 4 steps below. + +# Step 1: Connect Expensify to Xero + +
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  1. Click your profile image or icon in the bottom left menu.
  2. +
  3. Scroll down and click Workspaces in the left menu.
  4. +
  5. Select the workspace you want to connect to Xero.
  6. +
  7. Click More features in the left menu.
  8. +
  9. Scroll down to the Integrate section and enable the Accounting toggle.
  10. +
  11. Click Accounting in the left menu.
  12. +
  13. Click Set up to the right of Xero.
  14. +
  15. Enter your Xero login details to import your settings from Xero to Expensify.
  16. +
+ +# Step 2: Configure import settings + +The following steps help you determine how data will be imported from Xero to Expensify. + +
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  1. Under the Accounting settings for your workspace, click Import under the Xero connection.
  2. +
  3. Select an option for each of the following settings to determine what information will be imported from Xero into Expensify:
  4. + +
+ +# Step 3: Configure export settings +The following steps help you determine how data will be exported from Expensify to Xero. + +
    +
  1. Under the Accounting settings for your workspace, click Export under the Xero connection.
  2. +
  3. Review each of the following export settings:
  4. + +
+{% include info.html %} +- Other Workspace Admins will still be able to export to Xero. +- If you set different export accounts for individual company cards under your domain settings, then your Preferred Exporter must be a Domain Admin. +{% include end-info.html %} + +
    + +
+ +# Step 4: Configure advanced settings + +The following steps help you determine the advanced settings for your connection, like auto-sync. + +
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  1. Under the Accounting settings for your workspace, click Advanced under the Xero connection.
  2. +
  3. Select an option for each of the following settings:
  4. + +
+ +{% include faq-begin.md %} + +**How do I disconnect Xero from Expensify?** + +1. Click your profile image or icon in the bottom left menu. +2. Scroll down and click **Workspaces** in the left menu. +3. Select the workspace you want to disconnect from Xero. +4. Click **Accounting** in the left menu. +5. Click the three dot menu icon to the right of Xero and select **Disconnect**. +6. Click **Disconnect** to confirm. + +You will no longer see the imported options from Xero. +{% include faq-end.md %} + +