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Xero


Step 1: In the Brex dashboard go to the Integrations tab, click Manage and visit the Settings tab.Step 2: Verify that the organization name in the integration’s settings page does not match the name listed in Xero. Also, verify that the company name listed under the Brex logo is correct.Step...

These steps describe how to fully disconnect Brex from Xero if the Xero organization selector shows it is Already connected. See related article How do I connect my Brex account to the correct Xero Organization?Step 1: Open a new browser tab and visit your Xero dashboard. Step 2: On the top left...

When connecting Brex to Xero for a Xero login that has access to multiple Xero Organizations, Brex will always choose the newest connected Xero organization that was granted access. To make this work, follow the steps below.Step 1: Log into Brex and navigate to the Integrations tab of the Brex...

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...

The Brex Xero integration offers better functionality than any other corporate card in the United States. It provides the following: Hours saved each month - through the automatic bank feed connection Improved reporting accuracy - through expense data matches that allow you to push receipts...

Transactions will be automatically pulled from Brex into the Xero bank feed every 24 hours. Transactions will appear in the Accounting tab under the Reconcile and Bank statements sections.

You may see duplicate payments to Brex on your Xero account if you have added your bank to the Xero bank feed and are also using the our Xero integration. This is because the payments to Brex pulled from your bank's feed will typically have the date that the payment left your bank account, whereas...