Expense and Purchase syncing with Xero

This article describes how we sync expenses and purchases with Xero

Status of the expense or purchase

We only sync expenses that are APPROVED or COMPLETED with Xero. 

For purchases we can sync payments that are APPROVED or COMPLETED and have the status PAYMENT DUE, PAYMENT OVERDUE or WAITING FOR INVOICE.

Fields

This article describes how fields in Yordex map to fields in Xero.

Currencies

Yordex supports all currencies, but we will only sync transactions in currencies that your Xero account supports. Transactions in currencies that your Xero account does not support will not be synced. For example, if your Xero account does not support USD, all transactions in Yordex made in USD will not be synced.

We therefore recommend you only raise purchases and expenses in Yordex in currencies that your Xero account supports.

Refunds and reversals

Refunds and reversals are booked as Credit Notes in Xero.