Accounting

Xero

The Xero integration takes an expense from approval to the ledger: each approved expense creates a bill or spend money transaction in Xero, using the tracking categories and tax rates your accountant has already set up.

What this integration does

Approved expenses become Xero bills
Expenses create bills and spend money transactions in Xero automatically. Nobody types the same amount into two systems.
Bank reconciliation in a single pass
Receipts reach Xero already matched to their transactions. Reconciling the bank feed is mostly a matter of accepting the suggested matches.
Tax codes that always match
Tax codes and rates are kept identical in Smartbills and Xero. The figures behind your tax filings are the right ones.

Setting it up

In Smartbills, open Settings > Apps and search for Xero
Click Connect and sign in to Xero
Pick the Xero organization if you have access to several
Map your Smartbills categories to Xero accounts
Set the sync frequency, export format and defaults

FAQ

Questions about this integration

As bills payable to the employee or as Spend Money transactions in a bank account you choose, created as drafts or already approved. Expenses go across in real time or on a schedule, with the receipt file attached.

Yes. Departments map to Xero tracking categories. Xero allows only two active tracking categories per organization.

Yes, as long as the expense currency is enabled in your Xero organization.

Xero Starter, Standard and Premium. You also need the Admin or Adviser role in Xero.

Xero tokens expire after 60 days without a refresh. Reconnect from Settings > Apps > Xero.

Yes. Photograph a receipt in the Smartbills app, or let email receipt capture find it in your inbox, and it's read into merchant, items and each tax line, then sent to Xero with the receipt file attached, ready for bank reconciliation.