Note: We also a have direct integration with Xero accounting software. If you're looking to integrate directly with Xero, you can refer to the Xero integration help article.
Categories configuration
You can align WegoPro expense categories with your accounting software Xero. Simply assign the same account code from Xero to the WegoPro expense categories. You can add an account code to any of the expense categories in WegoPro by following these steps:
Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).
Go to Company settings and select Categories
Click on any of the existing categories and assign the Account code
That's it - we will export the account code along with the other expense data which will map to your expense chart of accounts in Xero ✨
You can find your account code in Xero under Chart of Accounts. You can learn how to add/edit expense categories in WegoPro by following the instructions here.
Tax configuration
Setting up tax configuration on WegoPro is easy. If you use your Tax Rate Display Name from Xero when setting up taxes on WegoPro, we will export the data, such that it accurately maps with your Tax configuration in Xero.
Follow these steps to set up taxes on WegoPro:
Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).
Go to Company settings and select Tax.
Enable the Tax switch (if it's disabled)
Click on Create new
Add a Tax name and Value. (Important: Make sure that the name and value are the same that you use in Xero)
Click Save
You can find your tax rate in Xero under General settings. You can learn how to add/edit taxes in WegoPro by following the instructions here.
Departments
Xero uses tracking categories and options instead of department codes or cost centres. We send department information as part of Xero's tracking categories and options fields. You will need to set up a tracking category (Department) with tracking options (Department names) under Xero's advanced options. You can learn how to set it up by following the instructions here.
Example:
Tracking category name:
Department
Category options:
Product, Sales, Marketing, etc. (Set this up as per your company's departments)
That's it! When you export your expense reports in Xero format, we automatically include this information. When you import this in Xero, department names will be displayed for each imported "bill".
Exporting (CSV for Xero)
Once you have aligned your categories and tax rates with Xero, we will export your data such that it accurately maps with Xero. Follow these steps to export your reports a Xero compatible CSV file.
Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).
Switch to Expenses tab in the header.
Select the report(s) you want to export, and you will see Export to option
Click on Export to and select CSV for Xero from the dropdown menu
You can choose your preferred CSV template for Xero: Default, Group by report or Group by user
That's it - a CSV file will be downloaded automatically which you can then import into Xero
Importing
Once you have a Xero compatible CSV file, you can easily import into Xero by following these steps
Login to your Xero account
In the Business menu, select Purchases overview.
Click Import.
Click Browse and select your saved CSV file.
Choose prices in UnitAmount column are tax inclusive.
Click Import.
If there are no errors, click Complete Import to finish.
You can follow their step-by-step instructions here
📝 Note: If you have your account codes and tax names correctly mapped as per the instructions above, the data will be reflected correctly after you import.