Why am I unable to view the Export to Xero button?

By default, the user (Integration Owner) who configured the Xero integration in Zoho Expense will have an option to export reports to Xero. If you require other admins in the organization to export reports to Xero, the integration owner can provide share access to other admins.

To share access for Xero Integration:

  1. Go to Admin View > Settings > Accounting & ERP.

  2. Click Xero > Show Details > Change Configuration.

  3. Under Share Access, select the users for whom you want to provide access.

Click Save. The selected users can export reports to Xero, instantly sync the data between Zoho Expense and Xero, and map users and merchants with vendors.

Get a personalized demo from our experts

By clicking Submit, you agree to our Privacy Policy.