How to Publish to Xero

Send submitted documents directly from the Inbox to a specified location in Xero.

Important: To be able to publish an item to an accounting software you must have Administrator level User Privilege access, or be given user privilege access to publish to an accounting software by your administrator. To gain this access contact your account administrator.

  • Tax & Category Settings
  • Costs & Sales
  • Expense Reports
  • Bank
  • Publishing Errors

Tax & Category Settings

Before publishing an item its essential to have the correct tax settings and categories selected for the item. this will ensure your items are published to the correct destination and with the correct details applied.

This can be done by editing the item on the Item details page , or you can also set rules that will be applied to specific suppliers or customers each time a document is received from them.

For more information on where costs & sales items are published to in Xero, see this article .

Costs & Sales

To publish

Expense Reports


Publishing Errors