How to display an Expense Account from Xero to Use on Veem

Once you connect your Veem account to Xero, if you are not able to find a funding account under settings then follow the steps here.

Step 1: Log in to Xero

Step 2: Click on "Accounting"

Step 3: Click on "Chart of accounts"

Step 4: Click the name of the account you'd like to show on Veem

Step 5: Under account type click on the drop-down menu and select the type of account you'd like to use.

Step 6: Check off the option to "Show in Expense Claims"

Screenshot 2023-06-02 at 2.30.32 PM

Step 7: Click Save.

 

Note: You can change this at any time in the future if you choose. 

Click here to learn Set up a Funding Account for Xero bills on Veem

 

Need more help? help? You can chat or call our Customer Success team here.