Step 1: Check that you have mapped all three of the Settings categories on the Integrations tab of the Brex dashboard; the three categories include Accounts Payable, Bank Account, and Rewards Credits
Step 2: Check that you have not mapped one of the Brex categories to a deleted category on Xero
Click on the Integrations
tab of the Brex dashboard, click on Manage
under Xero, and look at the Categories
section to ensure that you do not see any red exclamation marks next to a mapping. If you do, please refresh your categories
, and re-map the broken mappings before attempting to export again.
Step 3: On the Review & Export tab, check that you have no conflicting rules
These are transactions have multiple custom rules applied to them. In order to export the transactions, Brex needs to know which conflicting custom rule(s) should be ignored. Click the X on the rules you want to ignore (you can always reapply them).
Step 4: Create a new Current Liability account on Xero and call it Brex Credit Card; then, please use that account for the Accounts Payable mapping in the integration Setup (you may have to refresh your categories to see this new account)
Step 5: Confirm that the books for the period you are trying to export has not been closed
Step 6: Confirm that you have not previously exported transactions via CSV file instead of directly to Xero; please check your downloads, or speak with someone on your team that may have done so
Please note that we do not currently support department mapping for our Xero integration. If you are still having issues, reach out to our support team.