Automatically import receipts into Xero bookkeeping

Automatically import receipts into Xero bookkeeping

How to set up document export from GetMyInvoices to Xero

1. Begin Integration Process

Login to GetMyInvoices > Choose “Synchronization” under your name in the right-hand dropdown menu > Click “Add Synchronization Account” > Click “Export” > Choose Xero > Click “Continue”!

1. Begin Integration Process

2. Add Synchronization Settings

According to your preferences, fill in how often synchronization should happen > Click “Extended Settings” and choose which document types and invoices should be synchronized with which tags > Click “Continue”!

2. Add Synchronization Settings

3. Authorize Application

Login to your Xero account > Allow access

3. Authorize Application

4. Add Synchronization Account

Enter a name for the synchronization account, choose the Xero account and decide how often synchronization should happen > Click “Save”

4. Add Synchronization Account

5. Integration Finished

In just a few seconds you can see the synchronization information under the main menu item “Synchronization” >That’s it! > The documents will be available to you shortly afterwards in Xero.

5. Integration Finished

With GetMyInvoices, bills & Co reach Xero automatically

Xero is an online accounting software for smaller enterprises. With a diversity of useful features, it helps you save time. Those include, for example, the creation of professional recurring invoices, the generation and dispatch of customized orders via email, as well as the copying of those into invoices. Xero provides a payroll tool and enables the coordination of foreign currency accounts with hourly updated exchange rates. Users also have the possibility to link their bank account, meaning transactions flow seamlessly into Xero every workday. Whether they are managing expenses or cashflow – with Xero, entrepreneurs keep a close eye on their finances.

Documents can be imported automatically, if clients also use GetMyInvoices – for the automatized collection of invoices, receipts and other papers. For GetMyInvoices exports all required documents to Xero in no time!

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