Integrating with Xero for Spend Management

This feature is currently in beta to a small group of customers. The beta program is invite-only. 

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 Spend Management 

  1. Sign in to your Relay account on your desktop.
  2. Navigate to the Accounting tab.
  3. Select Get Started, 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.
  4. Click Connect to Xero.
  5. You will now be brought to Xero's login page, where you can enter your Xero login credentials. 
  6. Once logged in to Xero, click Allow access.
  7. Select the fields that are needed for your month-end process. Xero Vendors and Categories are required fields. 
  8. Select your custom Xero Categories, then click Next step.
  9. Select your custom Xero Vendors, then click Next step.
  10. Review the accounting policy you have selected, then click Complete step

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 Accounting 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 accounting table. 

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 Cardholderscardholder nudging article.

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