Importing transactions from Xero keeps your records in sync and ensures submitted expenses can be quickly matched to actual bank activity—saving time and improving accuracy.
Navigate to the Paperwork – Missing Paperwork module.
In the top right, click + New Report.
Select the Import from Xero option.
Choose the relevant Xero bank account to pull transactions from.
Review the list of fetched transactions.
Select or create a report to add the transactions to.
Once imported, transactions will appear in the summary table ready for reconciliation.