Overview
Managing company travel expenses can be a major headache. Manual data entry, lost receipts, and complicated reconciliation processes eat up valuable time and increase the risk of errors. Tailride for Xero is the solution, automating your financial admin so you can focus on what matters.
Tailride centralises all your business travel expenses in one place. When an employee uses a company card for a ride or a stay, the transaction instantly syncs to Tailride. You get a clear, consolidated view of all spending, eliminating the need to chase down individual receipts and statements. This real-time visibility is crucial for keeping your budget on track.
The real power lies in the seamless integration with Xero. As soon as a transaction appears in Tailride, it’s automatically created as a draft bill or expense in Xero. This means no more manual data entry. Tailride intelligently pulls details like the vendor, amount, and date, and it even attaches the digital receipt, ensuring every transaction is fully documented and compliant. The integration makes it easy to reconcile card payments and process reimbursements with just a few clicks.
Tailride provides deep insights into your travel spending with powerful analytics and reporting. Track spending by department, project, or employee. Identify areas to save costs and optimise your travel budget. The data is presented in a clear, intuitive dashboard, giving you the financial intelligence you need to make informed decisions.
By connecting Tailride and Xero, you transform your expense management from a tedious, time-consuming task into a streamlined, automated process. You reduce the risk of human error, improve financial accuracy, and free up your team to focus on strategic work. Say goodbye to manual spreadsheets and hello to effortless expense management.
Tailride + Xero
Tailride connects with Xero to provide a robust, automated solution for managing company travel expenses. This integration is designed for simplicity and efficiency, ensuring your financial data flows seamlessly between both platforms.
Here’s how the integration works:
- Automatic Transaction Syncing: When a company card is used for a ride or a stay booked through Tailride, the transaction details are instantly captured. Tailride automatically syncs this transaction to your Xero account, creating a draft bill or expense. This real-time data flow ensures your Xero ledger is always up to date.
- Draft Bill/Expense Creation: Tailride creates a draft bill or expense in Xero, pre-populating key fields such as the date, amount, vendor name, and a clear description. This eliminates manual data entry, saving you time and reducing the chance of errors. You can review and approve these transactions in Xero with a single click.
- Digital Receipt Attachment: Tailride attaches a digital copy of the receipt to the corresponding transaction in Xero. This makes it easy to track and verify every expense, ensuring you have a complete and compliant audit trail. No more chasing down physical receipts or scanning documents.
- Reconciliation and Matching: The integration simplifies the bank reconciliation process. When you're reconciling your company card statement in Xero, the draft bills created by Tailride are automatically suggested for matching. This makes reconciling your expenses quick and accurate, ensuring your books are balanced.
- Account Code and Tax Rate Mapping: Tailride allows you to map your expense categories to your specific chart of accounts and tax rates in Xero. This ensures that every transaction is coded correctly from the start, providing accurate financial reporting and saving your bookkeeper valuable time.
- Multiple Currency Support: For global teams, Tailride supports multiple currencies. Transactions in different currencies are converted and synced to Xero, ensuring accurate and consistent financial data, no matter where your team is traveling.
This seamless integration ensures your financial data is always accurate, up to date, and audit-ready, providing a single source of truth for your travel expenses.
Getting started
Getting started with Tailride for Xero is a simple, straightforward process designed to get you up and running quickly. The easiest way to begin is by clicking the “Get this app” button on this listing.
Once you’ve clicked the button, follow these simple steps:
- Connect your accounts: You will be redirected to the Tailride website to sign in or create a new account. From your Tailride dashboard, navigate to the integrations section and select Xero. Follow the on-screen prompts to authorise the connection and link your Xero organisation.
- Configure your settings: In Tailride, you can set up your preferences for how data syncs with Xero. This includes mapping your expense categories to your Xero chart of accounts, selecting the default accounts for bills and expenses, and specifying tax rates. This one-time setup ensures every transaction is coded correctly.
- Start booking and spending: Your team can now start booking rides and stays through Tailride using your company card. As transactions occur, they will automatically sync to Xero as draft bills or expenses, ready for your review.
- Review and approve in Xero: Log into your Xero account. Navigate to your draft bills or expenses and you will see the transactions created by Tailride. Review the details, confirm they are correct, and approve them with a single click.
Need help? We're here for you. Our support team is available to assist you with any questions during the setup process or beyond. We offer comprehensive support documentation and responsive customer service to ensure a smooth experience. You can find help within the Tailride app or by visiting our support page. We are committed to helping you streamline your financial admin and make managing travel expenses effortless.
