How to export invoices to Xero

You can export invoices from Pleo to Xero by following these steps:

  1. Select the invoice you wish to export

  2. In the workspace to the right, locate the accounting fields below the payment section. These fields are related to your export

  3. Fill in the details as required, similar to how you would on the export dashboard.

  4. The account field will display all your Xero accounts instead of the Pleo Categories used for card expenses.

  5. The supplier information from Pleo will sync with your Xero account. If the supplier hasn't been matched correctly, you can edit it in the provided field.

  6. Once the invoice is prepared for export, click "Add to export queue".

  7. To finalise the export, select "Export and sync" which will be available shortly after.

  8. You'll be able to find exported Pleo invoices in the “Bills to Pay” section of Xero.

Good to know: You can export the invoice at any stage of its life cycle, whether it's pending approval, scheduled, or paid. Once you export the invoice, its status updates will be mirrored in Xero, keeping both systems in sync.

Remember, Pleo acts as the source of truth. Changes made in Pleo will reflect in Xero, but not the other way around.

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