Overview
Corpay One works on top of Xero to automate finance processes like accounts payable, document scanning, expense approvals, spend management and more.
Corpay One takes you from printing paper and passing it off, to advanced document scanning, uploading, sharing, setting secure approval workflows, managing vendors and paying them for you.
For accountants and bookkeepers, Corpay One’s Advisors platform is the only platform to truly automate client accounting services. Get started today!
Corpay One + Xero
Corpay One imports accounts from Xero in the integration setup process. When you upload invoices and receipts to Corpay One all the data such as vendor information, amount, due date, issue date and invoice numbers are automatically synced to Xero. Vendors are created on the fly, and bill payments and approvals are synced over, too.
Getting started
To get started with Corpay One, sign up for a 30 day free trial. Integrations can be used on any Corpay One plan at no additional cost.
STEP ONE Login to Corpay One. Navigate to the Integrations library and navigate to Xero. Simply press the "Connect" button and your general ledger is connected.
STEP TWO You will see a list of the permissions that you need to give Xero in order to access your data in Corpay One. Click "Yes, allow" at the bottom to continue.
STEP THREE Click the New integration button to start the integration setup. You will first be redirected to Xero where you will be prompted to enter your Xero credentials. Then allow Corpay One to access your company data in Xero.
STEP FIVE You need to select the company you want to use with Corpay One and select the default account that will be applied to expenses in Corpay One when no other account has been selected.
