Expensify Teams Up with Xero on Another Mission to Simplify the Accounting Workflow

Maggie Reil —  October 31, 2017 — 2 Comments

Expensify Xero HQ Partnership Announcement

We have a long history of teaming up with Xero to simplify the accounting process, and we’re excited to announce another way Expensify is working with Xero to streamline your workflow: introducing Expensify in Xero HQ!

Xero HQ is a one-stop hub for Xero accountants and bookkeepers to manage all their clients’ needs in one place. When combined with Expensify, accountants experience even more efficiency as it automates the receipt tracking and expense management process, giving you more time to provide superior service to clients.

Connecting these two great tools is a breeze. To set this up, go to Account Settings within your Expensify account and select the Connections tab. From there you’ll see an option to connect to Xero HQ. For the full step-by-step instructions, read our help doc.

Once connected, Expensify will send alerts to the Xero HQ dashboard – such as expense reports awaiting approval – which can be resolved with one-click. Select the “Review” button and you’ll be redirected to Expensify where you can clear out any remaining tasks.

So what are you waiting for? Check out Expensify today and see how it can supercharge your practice!

Maggie Reil

Posts

Maggie is a marketing team member and a big fan of #ExpenseReportsThatDontSuck! She's also slightly obsessed with travel and the opportunity to experience new cultures, making the Expensify Offshore her favorite time of year.

2 responses to Expensify Teams Up with Xero on Another Mission to Simplify the Accounting Workflow

  1. 

    Much valuable information, I read many blogs about finance but this has something logical. keep doing such informative posts on your blog

Trackbacks and Pingbacks:

  1. Our Top Three Takeaways from Xero Roadshow London, 2018 « Expensify Blog - March 13, 2018

    […] financial tools to thrive, we’re very proud to be part of this initiative as one of the first six Xero HQ app partners unveiled in late […]

Have something to say? Share your thoughts with us!

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s