Send business expenses to Xero

You can submit business expenses from your PocketSmith account to a Xero business account. 

Connecting PocketSmith to Xero

  1. You first need to authorize your PocketSmith account with the Xero account. Go to Settings and then User Preferences and select Xero connection from the left menu.

  2. Click the Connect to Xero button and you will be taken to Xero. Choose the organisation that you want to access with PocketSmith, then click the Authorize button.



  3. You will then be taken back to PocketSmith and you will need to select a Xero user to send the expense claims as. Click the Get users from Xero link.


  4. Select a user from the Xero organisation that you authorized and click the Save button

Sending business expenses to Xero

  1. On the Transactions page, click on the transaction that you want to send to Xero as a business expense.

  2. Click the Send to Xero link.



  3. You can then enter a receipt description, reference and account code. You can also choose to have the receipt submitted for approval immediately. Once the details are correct, click the Send to Xero button.



  4. Your receipt will now appear in Xero as an expense claim.





Transactions

  1. Transactions page overview
  2. Importing transactions into PocketSmith
  3. Dealing with cash transactions
  4. Manually add transactions to an account
  5. Deleted transactions keep returning
  6. Export specific transactions
  7. Searching your transactions
  8. Editing Saved Searches, Filters and Category Rules
  9. Delete a Saved Search, Filter or Category Rule
  10. Find the original merchant name for a transaction
  11. Dealing with transfers between accounts
  12. Change the order of Saved Searches, Filters and Category Rules
  13. Transactions with "&amp" in the merchant name
  14. Transactions page pie chart
  15. Remove transfers from the transactions pie chart
  16. Exporting all of your transactions
  17. Viewing all the transactions in a category
  18. Categories changing back or disappearing on some transactions
  19. Transactions uncategorized when imported from Live Feed
  20. Pending transactions from the Live Feed
  21. Allowing re-import of deleted live bank feed transactions
  22. Brackets around negative values
  23. Move transactions to another account
  24. Reviewing imported transactions
  25. Marking transactions as transfers
  26. Splitting a transaction
  27. Deleting a transaction
  28. Using Filters to automatically categorize and edit transactions
  29. Edit a transaction
  30. Edit many transactions in bulk
  31. Using Category Rules to automatically categorize transactions
  32. Send business expenses to Xero
  33. How to use Labels for transactions
  34. Error message about Account Code, when sending transaction to Xero
  35. Add Labels to transactions
  36. Rename or delete a Label
  37. Changing the merchant name of a transaction
  38. Categorize your transactions
  39. Remember a category for a merchant
  40. Stop new categories from automatically appearing
  41. Restoring the original merchant name to a transaction
  42. Find and edit the Filter that was applied to a transaction
  43. Categorize items page

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