Exporting receipts to Xero
With Xero, you can export your items as one of the following:
- Expense Claim
- Bank Transaction
A user can either manually select the location to export an item to, or the Export As field can be set at the receipt item level either manually or by using the app integration settings and merchant default rules.
Before exporting to QuickBooks online, ensure that a valid category is set for your receipt items. The category corresponds to the Chart of Accounts set up in your Xero account and this field is required in order to successfully export to Xero.
When exporting an item as a Bill, if the status of the receipt item is marked as Paid and the receipt item has a Payment Method linked to it, and that payment method has a bank account linked to it, a payment will automatically be created in Xero and the bill will be marked as Paid. You will be able to reconcile the bank transaction to the bill payment in Xero.
When exporting an item as an Expense Claim, a purchaser must be selected. The purchaser is a Receipt Stash user that the receipt belongs to and this user must also exist in your Xero account. Either the email address or the first name and last name must match between the two systems. The receipt will be exported as a draft current claim for that user.
When exporting an item as a Bank Transaction, a payment method must be selected and that payment method must be linked to a bank account in your Xero account. Payment methods can be managed by navigating to Setup > Payment Methods. The bank accounts set up in your Xero account will be available for linking to a payment method by creating a new one or editing an existing one.