Outstanding tasks, such as expense reports awaiting approval, will appear in the Xero HQ dashboard and can be resolved in just one click. With the highest OCR accuracy in the industry, Expensify’s trademarked SmartScan technology allows users to capture receipts easily on-the-go. The corporate card reconciliation feature eliminates the need for accountants to reconcile company cards at the end of the month. The direct Xero integration cuts down hours of manual data entry, and the rapid reimbursement feature lets accountants reimburse their clients next day, free of charge. Card transactions automatically populate in Expensify, making it easy for admins to centrally manage company cards. Each transaction reconciles against the corresponding receipt, automating the entire reconciliation process.
- Admins can customize expense policy rules for their organization and configure Expensify to flag any expenses that actually need a manager’s review.
- Each violation or anomaly is highlighted and explained in-line with the expense.
- And the decisions only get tougher when they impact your bottom line.
- Sign in any time, anywhere from any device and take advantage of daily bank feeds, invoicing, billing, reporting and more.
- Earlier this year, we decided to tie the knot between Xero’s beautiful accounting software and Expensify.
Discover why Good & Co. depends on Expensify and Xero for full transparency in the expense management process. Dext Prepare with Receipt Bank is the simplest way to get your client data into Xero! Hi there, i have worked with many small medium businesses before. I have recommended Workato as a solution to that integration problem.
The world’s smartest corporate card, with the highest spend and safest limits, guarded by our industry-first daily settlement and realtime compliance features. Centrally manage your team’s corporate cards, simplify out-of-pocket expensing, and gain continuous insight into company spend.
Since 2013, our direct Xero integration has helped simplify expense and receipt management for thousands of Xero users across the world. Today, we are very pleased to announce a major upgrade to this integration today.
Small Business
Xero HQ is a one-stop hub for Xero accountants and bookkeepers to manage all their clients’ needs in one place. From receipt and mileage tracking to syncing up with your accounting software, Expensify automates every step of the expense management process. Manage business travel bookings in Upside, then automatically send the receipts to Expensify for easy expense tracking.
The integration is available for companies on Expensify’s Team and Corporate plans. Connect Expensify to Xero to get a complete view of your finances without the pain of importing, exporting and entering expense claim information. Using Xero in combination with Expensify makes it incredibly easy to close your books in a very fast and reliable fashion. With bank level security to protect sensitive data, Expensify’s PCI and SOC1 compliance guarantees the highest level of protection for companies of all sizes.
We are finding that we are encountering multiple problems with the functionality of expensify and then the connection with Xero. Log back into your account and go to the settings menu, under which you can find the ‘Connected Apps’ option.
Fully Automated Direct Integration With Xero
Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. Keep your practice a step ahead with Xero accounting software. Allow your colleagues to create, submit, or approve reports on your behalf and give auditors review-only access to employee expense data. Import your personal and business card transactions into Expensify for automatic receipt merging and coding. Streamlined Preaccounting Automate your entire preaccounting process – from unlimited receipt scanning to expense approvals and reimbursement. From receipt scanning to reimbursement, Expensify automates every step of the expense management process. Expensify integrates with the accounting, ERP, and travel software that powers your business.
Our UK team was on the ground again last week, this time catching up with many of our ExpensifyApproved! Choose the Salesforce vendor account where transactions from this card should be exported. Choose the QuickBooks Desktop credit card account where transactions from this card should be exported. Choose the Xero bank account where transactions from this card will be exported.
It’s a more intuitive way to connect and chat all things business with one another. Any policy admin can export to Xero, but only the preferred exporter will see reports that are ready for export in their Inbox. Invoicing is included with your current Expensify subscription, no matter what plan you’re on — just pay the standard processing fees for each transaction. Clicking the ‘Create a New Xero Connection’ link will open the Xero Login Page where you will need to log in.
All that happens is that Xero appears to have trashed 4 years worth of expenses & completely fails to import any of the expenses. The Expensify team have a simple goal – expense reports that don’t suck. Sign in any time, anywhere from any device and take advantage of daily bank feeds, invoicing, billing, reporting and more. Perfect for startups, nonprofits, and small teams to track and reimburse expenses. Learn how HPC uses Expensify’s Xero integration to make their clients’ expense reporting process easier than ever.
Company Card Reconcilation
Industry-Leading Integrations Expensify integrates with HR, travel, tax, and practice management software to make your workflow smoother all around. From the self-employed to global enterprise companies, Expensify takes care of the details so you can take care of business.
Running a business often requires making some tough decisions. And the decisions only get tougher when they impact your bottom line. highly customizable features we released earlier this June, but we’re not done yet! Expense management used to be a headache for our corporate office.
Track and organize all of life’s expenses, at home or on the go, all for free. Implementing a system that removes data entry and paper can save clients up to 50% of their time each month!
Expensify Teams Up With Xero On Another Mission To Simplify The Accounting Workflow
but Xero appears to have next to no help for integration and a generally obtuse and confusing User Interface and help system. Been using Expensify for about 4 years – One of the most awesome time saving applications I have ever come across. The integration lets you transform your receipt-filled pockets into payables in Xero. Realtime expense reporting integrated with Xero — Expensify takes care of all the details so you can take care of business. Track and organise all of life’s expenses, at home or on the go, all for free.
It lets you streamline the way employees or clients report expenses, how those expenses are approved, and then export that information into Xero. Does a great job of simplying the process of expense reports for both employees as well as employers. Makes it quite simple to rebill expenses to the end client once an employee has been reinbursed. You’ll instantly receive an email once an invoice has been paid, and the payment status will automatically update in your accounting software.
Access all Xero features for 30 days, then decide which plan best suits your business. Build custom reports – with simple, powerful formulas – for easy export and use outside of Expensify. Confirm statement amounts, review unsubmitted expenses, and manage corporate spend in one place with Expensify’s realtime reconciliation dashboard. Audit and Compliance Automatically detect duplicate receipts, ensure accurate exchange rates, and confirm the validity of each transaction. Many people believe they are limited to doing the books and preparing tax returns, but an accountant can help you with so much more. Choose the Sage Intacct vendor to which transactions from this card will be billed to.
As a company grows or requires more segregation of duties Expensify can fill all the needs of that company. From new accounts in Xero to expense reports in Expensify, all data is reflected in realtime. Approve expense claims in Expensify and send them to Xero with a single click. They flow through to your accounting software and turn into bills. From new accounts in Xero to expense reports and invoices in Expensify, all data is reflected in realtime. Go paperless with Expensify and Xero for all your receipt and expense management needs. With Expensify, it’s faster than ever to review expenses, reimburse employees, and close your books each month.
Centrally manage your team’s corporate cards, simplify reporting non-reimbursable expenses, and gain realtime insight on company spend. Realtime ensures that employee expenses are coded accurately and submitted on time, giving admins better visibility into company financials.
Easy Reimbursement
Reviewing expense reports is overwhelming, especially when managers don’t know what to look out for and violations aren’t obvious. With Inbox and Guided Review, managers can see the needles without the haystack. As soon as reports are approved, rapid reimbursement delivers the money right into the employee’s bank account within 24 hours via ACH direct deposit. From receipt scanning to reimbursement, Expensify automates every step of the expense reporting process. Pana’s modern corporate travel companion handles your trip bookings, then Expensify imports the receipts automatically for a fully integrated experience. Book a private jet charter through Jettly’s worldwide marketplace of luxury aircraft and connect Expensify so your receipts land right where they should, automatically. Find airport restaurants and place your order with Grab’s mobile app, then send your receipt to Expensify for easy reporting.
