This article will walk through how to connect your Xero account to Relay for coding debit and credit card transactions using your general ledger codes and syncing card transactions—along with receipts—to Xero as expenses.
Please note: integrations can only be set up on Relay via desktop at this time, as this feature is not currently supported on the Relay mobile app.
How to integrate with Xero for Expense Management
- Sign in to your Relay account on your desktop.
- Navigate to the Expenses tab.
- Select Set up Expense Management, where you will be prompted to choose your Receipt Policy, then click Next Step. For more information, please see: Setting up a receipt policy in Relay.
- Click Connect to Xero.
- You will now be brought to Xero's login page, where you can enter your Xero login credentials.
- Once logged in to Xero, click Allow access.
- Select the bank accounts that you want to be synced to Xero, and click Sync accounts.
- All of your customizations from category and vendor Xero will be pulled into Relay. You will have to select at least one category and one vendor in order to move forward
- Review the accounting policy you have selected, then click Complete step.
- You will be prompted to complete a guided product tour, you can select I need a guided tour if you want to proceed or if you want to skip it, please select I got it from here.
How to connect Xero for Bank feeds?
You can set up your integration with Xero for Bank Feeds under Settings > Integrations once logged into Relay on your desktop. For more information, please see Integrating with Xero for Bank Feeds.
What transactions will appear in the Xero Expenses Table?
Based on the spend management rule you have selected, you will see all of your card transactions that fit under this rule in your expenses table. There will be two tabs to view the table, Transaction for transactions pending documentation syncing and Archive for transactions that have completed syncing.
Can I notify team members to upload their receipts?
Yes, you can notify team members to upload their receipts when they initially complete the payment or afterward. For more information, please see Receipt notifications for Cardholders & Sending Cardholder nudges for missing receipts.