Integrating Xero Accounting Software into Expense

You can integrate JustLogin's Expense module directly with your accounting software, Xero. This integration removes the need to route expenses through Payroll, reducing manual entry and improving accuracy. Expense data flows directly into Xero, keeping your financial records up to date.

The Expense Administrator, Super Administrator, or users with the Integration role can complete the setup by following the steps below.

Part 1: Connecting to Xero

Step 1. Click on

Step 2. Navigate to

Step 3. You will be directed to the Integration page. Toggle the Xero option ON to enable the feature.

Step 4. Once the toggle is enabled, the "Connect to Xero" button will appear. Click on

Step 5. You will be redirected to the Xero login page. Enter your company's Xero account credentials to proceed with authentication, then allow the requested access.

Once logged in, you will be redirected back to JustLogin. The status will update to show that you are connected to Xero.

Part 2: Account Code Mapping (One-Time Setup)

Step 1. Click on the Settings button to navigate to the account code setup page.

Step 2. To import the available account codes from Xero, click on

The system will retrieve all codes from your connected Xero account. Upon a successful import, you will see a confirmation notification in the top right-hand corner of your screen.

Step 3. Map your Expense Categories to the corresponding Debit and Credit account codes in Xero.

Example:

• "Meals", "Transport", and "Mobile Allowance" can all map to Travel & Entertainment.
• "Office Supplies" → General Expenses
• "Client Gifts" → Marketing & Promotion

Step 4. Click to confirm your changes.

Part 3: Fields Mapping

The Fields Mapping section allows you to map JustLogin Custom Fields to Xero Tracking Categories. This is useful if your organisation uses Tracking Categories in Xero to analyse spending — for example, tracking costs by department or cost centre.

Click the pencil icon to edit and assign each JustLogin Custom Field to the corresponding Xero Tracking Category field.

Common uses for Tracking Category mapping include:

• Cost centre allocation
• Department coding
• Project or tracking category mapping
• Other organisation-specific reference fields

For guidance on setting up Tracking Categories in Xero, refer to the Xero Help Centre: Set up tracking categories.

Part 4: Other Settings

4.1. How would you like to transfer the amount?

4.2. How would you like to export by?

4.3. Xero Transfer Status — Choose the status the bills should appear in when transferred to Xero:

• Draft (default — safest for review)
• Submitted
• Authorised

4.4. How would you like to identify the bill contact in Xero?

This determines which name appears as the bill's "From" contact in Xero:

• Transferee Name
• Company Name
• Submitter Name (default)

Part 5: Completing Setup & Transferring to Xero

Once all settings are saved, you can transfer expense claims as follows:

Step 1. Click on Claims under the Expense module.

Step 2. Click on the Transfer tab.

Part 6: Transfer Details

To transfer expenses, select the reports you wish to transfer, then click .

1. All reimbursed reports will appear under the Transfer tab only if the export method is set to Reports (Employee Level).
2. Select the reports you wish to push and click the transfer button to send them to Xero.