Can I export reports to Xero automatically?
Yes, you can export reports from Zoho Expense to Xero automatically after you’ve integrated it with Zoho Expense. To do this, you need to enable the option first. Here’s how:
- Switch to Admin view.
- Click the icon in the top right corner and select Accounting and ERP in the Integrations section.
- Select Xero.
- Click Show Details.
- Click Change Configuration.
- Select the Automatically upon approval option under How would you like to export all the approved reports?
- Click Save.