Where Are Costs and Sales Items Published to in Xero?

Published items in Dext Prepare can be sent to different areas of Xero and as different types of items.

For items in the Costs workspace, they are published by default to the ‘Purchases’ area in Xero. They are also able to be published to the ‘Classic Expense Claims’ and ‘Bank Accounts’ areas in Xero by changing the integration settings in Dext Prepare:

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Before publishing items in the Costs workspace to Xero you are also able to change what type of item it will appear as in Xero. By changing the integration settings in Dext Prepare you can select ‘Draft’ ‘Awaiting Approval, ‘Awaiting Payment’, and’ Paid’ (where possible):

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For items such as sales invoices in the Sales workspace, they are published by default to the ‘Sales’ area in Xero. They are also able to be published to the ‘Bank Accounts’ area in Xero by changing the integration settings in Dext Prepare:

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Before publishing items in the Sales workspace to Xero you are also able to change what type of item it will appear as in Xero. By changing the integration settings in Dext Prepare you can select ‘Draft’ ‘Awaiting Approval, and ‘Awaiting Payment’:

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Please Note: You can only publish to ‘Bank Accounts’ and ‘Classic Expense Claims’ if you’re using a Streamline, Optimize, Business Plus or Premium Dext Prepare account, Find out more about the different Dext Prepare products here.

Can’t find your item in Xero? Use the Dext Prepare Archive to locate it! Find your published item and click the “Open in Xero” button.

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