Before Getting Started
Who should set up the Xero integration?
The company Administrator of your Xero account must set up the Corpay One configuration.
Sync Preferences
How often does Corpay One sync my bills, payments, receipts, and vendor credits to Xero?
The Corpay One integration with Xero is instant. Once a document is added to Corpay One, you will see a 'synchronizing' message in the top right-hand corner of Corpay One. You can then navigate to Xero to see your document in real-time.
What is the default category?
The default category will be used if no account is added to a document. You should use an account that would stand out on a trial balance report if a document was not properly categorized. Most customers will use the 'Suspense' account in Xero.
Should I import categories?
Yes, users should choose to import accounts during the initial configuration. By doing so, accounts and tracking categories will automatically be added to your Corpay One account.
Should I choose to sync before approval?
It's your preference. No wrong answer here. Some users want to have their documents synced to Xero in real-time regardless of whether the bookkeeping is complete or has been fully approved to recognize the liability instantly, and others would prefer that documents are more polished before syncing.
What is the default payment account?
In Corpay One, the payment account correlates to the 'bank' account type from your Xero chart of accounts. Most customers pay bills from one bank account, so when a payment is made in Corpay One, the account you set up as the default will be used on all transactions unless the user chooses a different payment account for a specified bill.
Can I make changes to the sync preferences?
Yes, you can always reconfigure the preferences that were set when making the initial configuration.
Imported Data
Do I need to import my vendors into Corpay One?
No, once the integration is connected, your vendors from Xero will be imported automatically into Corpay One.
Do I need to manually import my accounts and tracking categories into Corpay One?
No, any segment that is used in Xero will be imported automatically into Corpay One by choosing to import categories during the initial configuration.
What happens if I add a new account or tracking category after setting up the initial configuration?
Corpay One actively checks for new data on a routine basis. If you do not see the data in Corpay One, navigate to Settings > Lists and click the 'RE-SYNC' button in the top right-hand corner to force a hard refresh of the data.
Bookkeeping Data
Will the invoice image uploaded to Corpay One sync to Xero?
Yes
Are Tracking Categories from Xero available in Corpay One?
Yes
Are Customers/Projects from Xero available in Corpay One?
No, but our team is working hard to implement this functionality in the near future!
Can documents be marked as Billable in Corpay One?
No, but our team is working hard to implement this functionality in the near future!
Can bills be imported from Xero to Corpay One with 2-way sync?
Yes, open bills and credit memos would sync from Xero to Corpay One if 2-way sync is enabled.
Are Items from Xero available in Corpay One?
Yes
Are Purchase Orders from Xero available in Corpay One?
No