Connecting and setting up Xero
Prajakta Pawar avatar
Written by Prajakta Pawar
Updated over a week ago

To connect your Volopay account with Xero: Go to the "Accounting" and then "Integrations" tab in the Volopay dashboard:

Click on "Connect to Xero". You will be redirected to the login page of Xero as shown:

After you log in, select the organization in Xero and grant permission.

You will be redirected back to the "Accounting" tab:

Excellent! you are now connected with Xero. Now, you can click on the Settings icon to configure your Xero integration.

You can decide whether you want Volopay to auto reconcile the expenses in Xero or you want to manually do it yourself. To know more, click here.

**[Note: Above setting for reconciliation is not required for Syncing Volopay Reimbursements if settled manually]

Also, do not forget to sync your Xero chart of accounts, tracking categories and Vendors, doing so will show these options as fields for every expense, which will then need to be filled up before syncing expenses back into Xero from Volopay.

**[Note: Above setting for Syncing vendors is not required in case of Syncing Volopay Reimbursements]

All the Synced chart of accounts and tracking categories will show up in the Accounting fields as below:

Note: The Accounting fields above shows all the chart of accounts and tracking categories tagged as Expenses in Xero, and you can decide to change the value or delete few for keeping it simpler in Volopay. And, this field has to be filled up before you sync into Xero for every expense. 

User can also choose a default bank account by selecting the relevant one from the dropdown below. On doing so, any Topup/fundings into Volopay account will be synced to Xero by taking into consideration this bank account by default.

**[Note: Above setting for choosing a default bank account is not required in case of Syncing Volopay Reimbursements]

For syncing Reimbursements, if you are settling the claims manually (eg, cash, payroll etc), please select the bank account from which it will be settled.

How do you sync expense to your Xero?

For Reimbursements exclusively, check out this here to Sync expenses.

Doesn't sound easy?.....

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