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I’m having an issue with reconciling a transaction pushed to Xero. The transaction shows up in the “Account Transactions” tab under “Profit & Loss” instead of in the “Account Transactions” tab.
I’m having an issue with reconciling a transaction pushed to Xero. The transaction shows up in the “Account Transactions” tab under “Profit & Loss” instead of in the “Account Transactions” tab.
Updated yesterday

Under the default settings, you can choose how to upload receipts. 

What you are probably looking for is to upload your invoices/receipts as Purchases into Xero.

You can update your default settings to do this:

Also, you can make the change for each individual receipt: 

In the Veryfi mobile app: 

  • Tap on the receipt you would like to edit

  • Tap on Xero Receipt Settings

  • Change the way you would like to upload the receipt 

In the Veryfi web app:

  • Click on the Documents tab (left navigation menu)

  • Click on "View" for the receipt that needs to change

  • Inside the pop up you will see the "Xero Receipts Settings" tab

  • Make any required adjustments there

Note: It usually takes ~1-3 minutes to sync the changes from Veryfi to Xero.

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

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