Please note: This article assumes that you have already enabled the Xero integration in Pleo. If you have not done that yet, please check this help article.
Expenses are not automatically synced with Xero, so you still have complete control over what ends up in Xero. When you want to export expenses for a given month or week, simply follow the instructions below:
- Go to the Export page in Pleo
- Select the date range for which you want to export expenses
- Click Export and your transactions will be exported to Xero
Important: if you make a second export of the same expenses within the same date range, the system will prompt you with the below message to avoid getting duplicated expenses in Xero.