expensemanager + Xero
Run your business like a pro. expensemanager and Xero combine to create a seamless spend management workflow.
With our fast and easy mobile apps to data synchronization to Xero’s easy to use online accounting software that’s designed for SME’s.
Enhances Xero functionality
Enhances Xero functionality with a mobile app, OCR scanning, reporting on budgets, tracking spend and approval workflows.
Credit card reconciliations
Push credit card transactions through to Xero as bills for easy reconciliation against the bank feed.
Direct links back to expensemanager are included as standard for a direct link back to view receipts, invoices, expense details and audit history.
Enter purchase orders in expensemanager and match them with invoices before invoices get exported and paid out of Xero.
Harness expensemanagers powerful scanning and approval workflows to ensure only valid invoices are loaded into Xero for payment.
Post data to Xero with tracking categories information along with account details.
Frequently Asked Questions
Yes, the credit card claims are exported to Xero as bills which can then be reconciled against the bank feed.
expensemanager has a standard integration already setup with Xero. Hence, no additional work is required from the client or any third party.
Yes, we can multiple multiple categories in expensemanager and when exporting the data, you can choose which file the data needs to be posted to.
We provide a hyperlink back to the transaction in expensemanager so the user just needs to click on them or copy/paste them into a browser to view the full transaction details including the receipt or invoice, transaction details, audit history and linked purchase orders.
The bills are exported as drafts, so the users can edit them before approving them in Xero. However, all claims are released by the accounts payable team in expense manager prior to being sent to Xero where they have the option to make changes to ensure data consistency.
Yes, by default you will have “GST on Expenses” and “GST Free Expenses” tax codes but you will have an option to add more.