Easily integrate your Xero account with Alaan. With just a few clicks, synchronize your Alaan expenses, directly to your Xero account, along with their attachments.
Before getting started
Ensure you're logged in to Xero with your 'Administrator credentials'.
Your Alaan Account Currency and your Xero Account Currency are both in AED.
You have ‘Accounting’ access on Alaan.
Connecting with Xero
Step 1: Navigate to the Accounting menu.
Step 2: From the list of tools available, select Xero and click Continue.
Step 3: Click on Connect with Xero to be securely redirected to Xero's login page. Enter your Xero administrator credentials and click Log in.
Step 4: If you have multiple entities under your Xero account, use the dropdown to select the entity related to your Alaan account. Next, review and grant access to the data Alaan will require from your Xero account, by clicking Allow access.
Step 5: Once the authentication process is complete you will be redirected back to Alaan.
Importing your Accounting details
Step 1: Allow a few minutes for Alaan and Xero to synchronize their data. A message on your Alaan accounting page would show "Sync completed, Continue to the next step".
Click Next Step in the bottom right corner.
Step 2: Import your active Tax Codes from Xero automatically.
Step 3: Import your active Expense Accounts from Xero automatically. This allows you to easily add new expense categories and map them to the corresponding accounts in Xero.
Updates made to the Chart of Accounts in Xero will be reflected in Alaan automatically.
Category Details:
Category Name: This name will be displayed on the Alaan mobile app for easy expense identification by card users.
Expense Account: This determines how the expense will be categorized within Alaan's "Accounting" section.
Step 4: Create a bank account for Alaan within Xero, or choose an existing one if already set up. This designated account will be linked to all your future Alaan transactions.
All set! You are now able to seamlessly export your Alaan transactions directly to your Xero account.
Reconnecting with Xero
If you see a 'Pending Authentication' or 'Deauthorised' next to the Xero logo follow these steps:
Navigate to the Settings menu
Under Xero, click View Details
Click on Reconnect with Xero
Follow Step 3 and onwards in the section Connecting with Xero above