You're Done! Syncing Expenses is Easy.
Once you have completed the setup of your Expense Setup in ConnectWise and Xero, you're ready to start syncing.
As a reminder, the following records are created as part of the Expense Processes
- Employee Reimbursable Purchase Bill - To be paid to the employee.
- Company Paid - Personal Reimbursable Transaction - To be repaid by the employee.
- Company Paid - Non Reimbursable Purchase Bill - To be allocated against a payment (or to be paid).
- Expense Connect > Using Expense Connect to streamline your Expense Claim Processes.
Known Issues & Considerations:
- Known Issue > ConnectWise posts Unapproved Expense Entries where Ticket is Set to "Bill Unapproved Time & Expense Records" - http://bit.ly/1kViMTP