This article assumes that you have already enabled the Xero integration in Pleo.
Expenses are not automatically synced with Xero (unless you enable the Direct Feed which automatically sends the statement data each day, but not the rest of the metadata like the receipt, categories, note etc.), so you still have complete control over what ends up in Xero. Here is the best method to ensure all expenses are mapped correctly before you hit that export button!
- Go to the Export page
- Select expenses you wish to audit and check. This is you best starting point.
3. Now move the expenses to the Export queue and export from there once ready.
All you need to do now is click export and push all your expenses to your Pleo account in Xero ready to reconcile in bulk.