From 225af1839d9e5e694423ff4015bd99cf135f060d Mon Sep 17 00:00:00 2001 From: Lauren Schurr <33293730+lschurr@users.noreply.github.com> Date: Thu, 13 Feb 2025 10:19:56 -0800 Subject: [PATCH] Update Connect-to-Xero.md --- .../new-expensify/connections/xero/Connect-to-Xero.md | 9 ++++++--- 1 file changed, 6 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/connections/xero/Connect-to-Xero.md b/docs/articles/new-expensify/connections/xero/Connect-to-Xero.md index ff1b7fa00f1e..108ff120bba8 100644 --- a/docs/articles/new-expensify/connections/xero/Connect-to-Xero.md +++ b/docs/articles/new-expensify/connections/xero/Connect-to-Xero.md @@ -5,15 +5,18 @@ order: 1 --- {% include info.html %} -You must have a Xero account and an Expensify Collect plan to use the Xero connection. +You must have a Xero account and an Expensify Collect or Control plan to use the Xero connection. {% include end-info.html %} -To set up your Xero connection, complete the steps below. +Expensify’s integration with Xero supports syncing data between the two systems. Before you start connecting Expensify with Xero, there are a few things to note: + +- You must be able to login to Xero as an administrator to initiate the connection. +- A Collect or Control Plan in Expensify is required to integrate with Xero. # Step 1: Connect Expensify to Xero
    -
  1. Click your profile image or icon in the bottom left menu.
    2. +
  2. Click your Settings icon in the bottom left menu.
  3. Scroll down and click Workspaces in the left menu.
  4. Select the workspace you want to connect to Xero.
  5. Click More features in the left menu.