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AppsForOps Expense Claim & Xero

FAQ


  • When does an AppsForOps Expense Claim get written to Xero
    • Assuming the Xero integration has been configured, once an AppsForOps Expense Claim has been approved then this gets written to Xero.

  • Can I push AppsForOps Expense Claims that have already been approved to Xero
    • No, this cannot be done.
    • You can however export any completed AppsForOps Expense Claims and then manually add these to Xero.
    • You can get all completed AppsForOps Expense Claim details via:
      • My Dashboard > My Data Export Dashboard > Expense Claim Line Items (By Expense Claim Submit Date).
      • My Dashboard > My Data Export Dashboard > Expense Claim Line Items (By Expense Date).

  • How does an AppsForOps Expense Claim appear in Xero
    • You can configure an AppsForOps Expense Claim to be written to Xero as either a Xero Bill or a Xero Expense Claim.
    • You choose which option you would prefer when you set up the AppsForOps and Xero integration.

  • Can AppsForOps automatically configure the AppsForOps and Xero integration for me
    • While we can certainly assist with this, when you set up the AppsForOps and Xero integration you need to login to your Xero instance and select which company you would like AppsForOps to integrate with.
    • As AppsForOps does not hold any of your Xero login information you will be required to do this.

  • What about Expense Claim categories
    • Default Categories
      • When AppsForOps is initially setup, we populate the Expense Claim categories with a set of default categories.
      • An AppsForOps Super User or System Administrator has the ability to change any of these Expense Claim categories at any time via the Administration section:
        Administration > Expense Claim > Lookup Expense Claim Category
    • Importing Expense Claim categories from Xero
      • When you set up the AppsForOps and Xero integration you have an option to "Import all my Expense Account Codes from Xero".
      • You can then select which imported items you would like to show in the Expense Category dropdown for Expense Claim, Receipt and Bill.

  • Where do I go to setup the AppsForOps and Xero integration
    • You can setup the AppsForOps and Xero integration here:
      Administration > Configuration > Tenant Setup > Set up 3rd Party Integration > Setup > Connect to Xero


How To