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In my Xero account, expenses are automatically being assigned as “I want to be repaid” and I can’t change it.
In my Xero account, expenses are automatically being assigned as “I want to be repaid” and I can’t change it.

Expenses assigned as expense Claims instead of Bills? Here's how to change this.

Updated over 5 months ago

The reason you see those receipts in the Xero app in the "Receipts" section is because they were uploaded through Veryfi as "Expense Claims" instead of "Bills".

You can change all your receipts to be "Purchases":

In the Veryfi mobile app:

  • Navigate to receipt Details

  • Tap on Xero Receipt Settings

  • Change to "Upload to Purchases"

  • Tap on “Save”

In the web portal (app.veryfi.com)

  • Navigate to My Documents 

  • Click on "View Details" for receipt

  • In the popup, click on the "Xero Settings" tab

  • Change to "Upload to Purchases"

  • Click on “Save”

You can also find more details about Xero integration here: https://www.veryfi.com/xero

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