Now that you've connected your Xero integration to Payhawk the next step is to start exporting your expenses.
Our integration is designed to work effortlessly and help you keep your data synced between Payhawk and Xero at all times.
All of your expenses will be automatically exported to Xero after you press Mark as reviewed. This will import all the expenses data, the image, and the bank statements.
All you need to do are the following steps:
Select an expense
Check if all the data is stored correctly in the expense
Press Mark as reviewed
If for some reason Payhawk cannot find your expense chart of account, Payhawk will export your expense in the (888-888) Payhawk General chart account. You can directly view your expense in Xero if you are struggling to find it.
It's a good practice to sync your accounts every time you do changes on Xero.
If there's an error while exporting, Payhawk will notify you and suggest to you what's wrong. You'll always know that you have correctly imported your expenses if you don't see an error message. 😊
You can find out here what information is shared between Payhawk and Xero.
Having more questions? Reach out to us in the chat. 💳