Categories configuration

You can align Travelstop expense categories with your accounting software Xero. Simply assign the same account code from Xero to the Travelstop expense categories. You can add an account code to any of the expense categories in Travelstop by following these steps: 

  • Click Sign in on the Travelstop homepage and select your company (You can directly sign in using your company's Travelstop 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 Travelstop by following the instructions here.

Tax configuration

Setting up tax configuration on Travelstop is easy. If you use your Tax Rate Display Name from Xero when setting up taxes on Travelstop, we will export the data, such that it accurately maps with your Tax configuration in Xero.

Follow these steps to set up taxes on Travelstop:

  • Click Sign in on the Travelstop homepage and select your company (You can directly sign in using your company's Travelstop 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 Travelstop by following the instructions here

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 Travelstop homepage and select your company (You can directly sign in using your company's Travelstop 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
  • 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 Accounts menu, select Purchases.
  • 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.

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