Overview
The Xero integration enables you to export approved expenses from Smartbills into Xero as bills or spend money transactions. Contacts, tracking categories, and tax rates are synchronized to ensure accurate financial reporting.Key Features
Prerequisites
- Xero account (Starter, Standard, or Premium)
- Smartbills Business plan or higher
- Admin or Adviser role in Xero
Setup
1
Open the Apps Marketplace
In Smartbills, go to Settings > Apps and search for Xero.
2
Connect Your Account
Click Connect and sign in to your Xero account. Authorize Smartbills to access your organization.
3
Select Organization
If you have access to multiple Xero organizations, select the one to connect.
4
Map Accounts
Map your Smartbills categories to Xero chart of accounts. Smartbills will suggest mappings based on account names and codes.
5
Configure Sync
Set sync frequency, export format, and default settings.
Configuration
Account Mapping
Tracking Categories
Map Smartbills departments to Xero tracking categories for reporting:Xero limits tracking to two active categories. Plan your department and project mapping accordingly.
Export Options
Data Sync
Troubleshooting
OAuth token expired
OAuth token expired
Xero tokens expire after 60 days if not refreshed. Go to Settings > Apps > Xero and click Reconnect.
Account not found
Account not found
Ensure all Smartbills categories are mapped to active Xero accounts. Archived accounts cannot receive transactions.
Currency mismatch
Currency mismatch
The expense currency must match an enabled currency in your Xero organization. Add the currency in Xero Settings if needed.
Tracking categories not appearing
Tracking categories not appearing
Re-sync tracking categories from the integration settings page. Xero limits tracking to two active categories.
Duplicate transactions
Duplicate transactions
Check that only one sync method is active (real-time or scheduled). Using both may cause duplicate entries.