![]() ![]() However, if you capture multiple types of receipts with Veryfi, you will have to manually tag the ones you want to sync to Xero with a “xero” tag. If you plan to have all of your receipts sent to Xero, you can select “Auto-upload all my receipts to Xero” during the app connection process and a new Rule will be created. Tagging receipts is simple and effective, and you can check out our tips here. Now that your accounts are connected, remember this rule for using Veryfi with Xero: In order for a receipt to end up in Xero, it must be tagged with “xero” This ensures that only relevant receipts and invoices are sent to Xero. You can categorize expenses using categories in Veryfi and then Veryfi will synchronize those expenses into your corresponding Expense Account in Xero. Note that after you connect Veryfi to Xero, all Expense Accounts are transferred to Expense Categories in Veryfi. To disconnect your Xero and Veryfi accounts, simply tap the Xero cell again in Connected Apps and accept the prompt asking if you want to disconnect. Just navigate to Connected Apps and click on Edit for the Xero integration. You can always modify those default settings. Press “Done” in the header navigation or the back arrow return back to the Connected Apps screen. A thank-you screen will appear indicating that your accounts are now connected. How to push receipts to Xero (if you selected “Auto-upload all my receipts to Xero.”, a new Rule will be created.Where you want to upload receipts: Purchases, Bank Transactions or Expense Claims.You will then be presented with a series of default configurable options: After logging in, you will be asked to allow Veryfi to send your receipts autonomously. ![]() (Rest assured, all communication in Veryfi is safe and encrypted using AES encryption sent over HTTPS 128-bit encryption/SSL to and from our Tier 4 facility.)Ĥ. Note: You can also connect Xero in the Veryfi Mobile App: My Profile > Connected Apps.ģ. A login prompt will appear for you to sign in to your Xero account. Click on the “Connect” button for Xero card to begin the integration process. Inside Veryfi Web HUB navigate to Connected AppsĢ. Follow these simple steps below to connect your Veryfi and Xero accounts.ġ. ![]()
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