Use our direct Xero integration to connect your bank statements to Xero.
- Connect Emburse Cards and Xero
- About the Emburse Cards and Xero Connection
- Removing Xero from Emburse Cards
Connect Emburse Cards and Xero
You will need either Accounting or Admin permissions to access the Accounting page.
1. Go to the Accounting page.
2. Use the dropdown on "Connect" and select "Xero"
3. Select "Connect to Xero".
4. If you have multiple Xero organizations, select the Xero organization you want to add the Emburse Cards account to. Then press "Allow Access".
5. Create a new Xero account or select a current Xero account you want to connect with Emburse Cards.
- Creating a new Xero accounts will sync past statements from 60 days ago.
- Selecting a current Xero account will sync statements from the first of the last month.
6. Your selected Xero account will then be connected to Emburse Cards.
You can view the Emburse Cards account on the Xero Bank Accounts page.
About the Emburse Cards and Xero Connection
View connection
To view the connection, go to the Accounting page and click on "View Connection Status".
Syncing
Any new posted transactions will sync to Xero daily.
If you would like to sync the transactions manually, you can click on "Manually sync statements" on the Xero connection page.
Removing Xero from Emburse Cards
Under the Xero Integration connection page, click on "Revoke Access" to remove the connection between Emburse Cards and Xero.
Reconnecting Xero to Emburse Cards
When changes occur from within Xero, such as revoking access to Emburse Cards, or if there was an error during the one of the periodic statement syncs the connection between Emburse Cards and your Xero account can be disconnected.
1. Go to the Accounting page.
2. Under "Connect", select "Xero".
3. Select "View Connection Status".
4. Select "Reconnect To Xero Account".
5. Create a new Xero account or select a current Xero account you want to reconnect with Emburse Cards.
6. Your selected Xero account will then be reconnected to Emburse Cards.