I. Connect aio* and Xero

1. Open the aio* app

Either on your phone or online

2. Open “Xero settings” from the menu

Please be aware that only admin-accounts can access this page

menu-xero-settings

3. Tap or click on “Connect to Xero”

You will be asked to log into your Xero account on a separate page and to allow aio* access

xero-settings
allow-access

4. Connection established!

In “Xero Settings” you will now see some info about your connection.

Xero’s expense account codes with Type “Overhead” or “Fixed Asset” from your Xero Chart of Accounts have been imported into aio* as categories.

You and your co-workers can start tagging your transactions with these categories.

xero-settings-after

Chart of Accounts in Xero

chart-of-accounts

Categories in aio*

xero-categories


II. Tag aio* transactions with Xero account codes

1. Open “Spend”

To check your own transactions for missing categories. Just tap or click on a transaction from the list.

aio-spend

2. Select a category

choose-category -small

3. Open “Users”

For checking your co-workers’ transactions. You can either select categories yourself or remind your co-workers to tag their expenses.

aio-users


III. Export aio* transactions into Xero

1. Select your Master budget

aio-budgets

2. Go to “Stats”

master-detail

3. Tap or click on “Send report to Xero”

If any transaction is missing a category, you will be warned about this, so you have the chance to cancel and fix the issue.

stats
uncategorised-warning

4. Review imported transactions in Xero

A new bank account called “aio* – Expense Account” will be created within Xero.
Here you will find all transactions of your organisation, which were just exported.

View the transaction details to check that the right Xero account code has been used.

xero-transactions

Transaction in aio*

choose-category

Transaction in Xero

xero-transaction