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 how to Set up a Funding Account for Xero bills on Veem.


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