If you can't see Xero integration on your Settings > Accounting page, contact our team via chat.
In a few clicks, Controllers can activate Xero on a Spendesk account. 🎉
First, you need to choose Xero as your accounting base. Then, you need to log in Xero. 😊
Finish with a refresh of your accounting settings and accounts setup.
↪️ Note that currently, we use standard HTTPS API calls to transfer information to Xero.
Activate Xero native integration on your Spendesk account
Go on Accounting > Settings,
Click on the button "select your accounting base",
Follow the use flow and select "Xero native integration",
Confirm your choice. Xero native integration is now activated on Bookkeep 2.0! 💪
N.B If you're currently using another integration, switch to a file-based export, then switch to Xero.
Connect Spendesk to your Xero account
Go on Settings > Accounting,
Click the button "connect to Xero",
Follow the flow and select the account that you want to connect with. You're connected to your Xero account !
Set up your accounting settings
Go to Settings > Accounting,
Click on "refresh accounting settings",
Go to the section Bank account,
Set up Spendesk bank account,
Set up Bank fees account. That's it, your accounting settings are set up !
