Please note: This article assumes that you've already enabled the Xero integration in Pleo. If you haven't done that yet, please check this help article.
Expenses are not automatically synched 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, you simply follow the instructions below:
- Go to the Export page in Pleo
- Select the dates between which you want to export expenses
- Open Preferences and make sure you've selected 'Direct Integration > Xero'
- 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, expenses will be duplicated.