As a Brex Admin or Bookkeeper, you are able to add your Brex Card and Cash account to your Xero bank feed within a few minutes by following the instructions below:
Step 1: Navigate to the Integrations tab of the Brex dashboard
Step 2: Find the Xero option and click on Connect
Step 3: You will be redirected to Xero where you will need to enter in your login credentials to allow Brex to send your data to Xero
Step 4: Once you're redirected back to Brex, select the account(s) you would like to connect to the Xero bank feed, as well as the sync from date(s) you would like transactions to begin pushing over from
Important note: the bank feed will create a new and approved connection between Xero and Brex. This will generate a new Brex account in your Xero environment, even if you were using a manually created account in Xero for your Brex expenses. This is expected behavior and you can easily reconcile the manually created account and archive the account so that no past transaction data is lost.
Step 5: Click Continue
Now that the bank feed setup has been completed, transactions will begin exporting automatically within a few minutes.
Next, you will be asked if you would like to sync expense data. Please read How does Brex integrate with Xero?
to learn more about expense data. If you do not want to sync expense data, click Not now
. If you would like to sync this data, click on Sync data
and follow the steps below:
Step 6: Configure your expense settings and click Done
Step 7: On the accounting mapping page, click on Categories and map each Brex category to a Xero category (you can type to search for the category)
Important note: map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync as Brex will not know where to send these transactions in your Xero account.
Step 8: Click the Review & Export button (on the top right-hand side of your screen)
Step 9: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached
Step 10: When you’re ready, enter in a date range and click on Export to export all of your company's previously un-exported transactions within the time frame you indicated
Step 11: Indicate that you would like to export directly to Xero (please note that choosing the CSV option will not automatically send the expense data to Xero and Brex will mark these transactions as exported as to avoid duplicates the next time you export)
Once pushed, categorizations and transaction memos exported to Xero are automatically matched to your transactions waiting for review in the Bank Feed. Matching the expense records to the bank feed will automatically reconcile your spending and move the charges out of for review and on to your balance sheet giving you better data visibility and saving you hours on your end of month close.