As an admin or bookkeeper, you can add your Brex Cash and card accounts to your Xero bank feed within minutes by following the instructions below.
Step 1: Navigate to Integrations on the left side of your Brex dashboard.
Step 2: Under Xero, click Connect.
Step 3: You'll be redirected to Xero to enter your login credentials and allow Brex to send your data to Xero.
Step 4: Once you're redirected back to Brex, select the account(s) you want to connect to the Xero bank feed, as well as the sync-from date(s) from which you'd like transactions to begin pushing over to Xero.
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 and you can easily reconcile the manually created account and archive it so that no past transaction data is lost.
Step 5: Click Continue.
Now that the bank feed setup is complete, transactions will begin exporting automatically within a few minutes.
Next, you will be asked if you'd like to sync expense data. Please read How does Brex integrate with Xero?
to learn more about expense data. If you don't want to sync expense data, click Not now
. If you would like to sync this data, click Sync data
and follow the steps below.
Step 6: Configure your expense settings and click Done.
Step 7: On the accounting mapping page, click Categories and map each Brex category to a Xero category (you can type to search for the category).
Note: Map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync because Brex won't know where to send these transactions in your Xero account.
Step 8: Click Review & Export in the top-right corner.
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 Export to export all of your company's previously un-exported transactions within the time frame you indicated.
Step 11: You can choose to export a CSV or export directly into Xero. The CSV option will not automatically send the expense data to Xero and Brex will mark these transactions as exported to avoid duplicates the next time you export.
Once pushed, categorizations and transaction memos exported to Xero will automatically match with your transactions awaiting review in the bank feed. This will automatically reconcile your spending and move the charges out of For review and onto your balance sheet, giving you better data visibility and saving you hours on your end of month close.