The native integration between Spendesk and Xero allows you to have accurate data between your financial tools, and save time at month closing.
Spendesk pulls your master data when you connect to Xero and finalize your initial configuration. The integration also provides control of this data in Spendesk to map your Xero chart of accounts' settings with your Spendesk accounting setup and analytical fields.
Main benefits of Xero native integration
With this accounting integration, you can seamlessly manage your expenses on Spendesk and accounting on Xero:
Pull your Xero master data (bank accounts, expense accounts, tax accounts and tracking categories) into Spendesk;
Customize your accounting setup even further to meet your specific needs;
Speed up your month closing with bulk exports;
Export your payables with analytical split to Xero;
Get automatic reconciliation in Xero once your payments are settled.
Xero integration setup
You can easily set up the native integration with Xero by following the steps explained in these articles:
Known limitations:
The integration does not support importing of suppliers and employees into Spendesk.
The integration does not support exporting of wallet loads to Xero, you need to export them manually.
Data matching between Spendesk and Xero
To help you navigate between Spendesk and Xero, we provide you with a terminology correspondence table:
Spendesk | Xero |
Chart of accounts | Chart of accounts |
Analytical fields | Tracking categories |
VAT rates | Tax rates |
Bank accounts | Bank accounts |
Suppliers | Suppliers (not pulled from Xero) |
Members | Employees (not pulled from Xero) |
Payables | Bills |
Payments | Bank account transactions (under 'Bank accounts') |
Expense claims | Bills |
Invoices | Bills |
Credit notes | Credit notes |
Card purchases | Bills |
Card refunds | Credit notes |
FX, ATM & other fees | Bank account transactions (under 'Bank accounts') |
Wallet loads | Bank account transactions (not exported to Xero) |
Important notes:
There is no Cost centres in Xero, instead you need to create Tracking categories in Xero, then map them with your cost centres in Spendesk.
An expense is exported as 'Draft' on Xero first, only after reconciliation with the payment, it is automatically marked as 'Paid'.
Next steps
You can start the integration setup by connecting Spendesk to your Xero account.