Xero

How to set up the Xero Integration

How to reconcile Pleo expenses in Xero

How to import Xero tracking categories into Pleo

How to sync your Pleo categories with your chart of accounts in Xero

How to export invoices to Xero

What to do if expenses aren't showing up in Xero, there are duplicate expenses, or issues with the bank feed

Reconciling out-of-pocket expenses (and reimbursements) in Xero

What to do if you see the message "An error occurred in Xero. Check their API Status page."

What to do if you see the message "An unexpected error occurred."

What to do if you see the message "The source transaction is not a valid type."

Xero and tax codes

What to do if you see the message "The supplier does not exist in Xero"

What to do if you see the message "The specified bank account details do not match a known bank account"

What to do if you see the message "Bill cannot be exported as it already exists in Xero in a non-modifiable status"

What to do if you see the message "The attachment must be less than 3MB"

What to do if a Xero connection "could not be established" or is showing as "forbidden"

What to do if you see the message "The document date cannot be before the period lock date"

How to account for transfers to Pleo, in Xero