To connect your Volopay account with Xero: Go to the "Accounting" 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.

Also, do not forget to sync your Xero chart of accounts and tracking categories, 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.

Syncing your chart of accounts will create new a new custom tag: "Xero", which can be viewed in the "Settings" tab:

Note: The Xero field shows all the chart of accounts 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. 

Also, your tracking categories will show up here as custom fields, if you have configured any in Xero. 

Now, the Bookkeepers can easily put relevant tags while verification of the expenses.

How do you sync expense to your Xero?

Check this article to know more syncing expenses.

Doesn't sound easy?.....


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