Expense claims from Xero to Scoro as bills

Import expense claims as bills from Xero to Scoro

Preconditions:
Bills sync must be set to "To Scoro" or the bills will be transferred back to Xero after the import and this will cause the creation of duplicates in Xero

How to export expense claims/bills from Xero and import them under correct projects in Scoro:

1. First, create a tracking category for projects in Xero. Tracking category options are the same as project names.
2. Tracking categories and project names have to match in order for Scoro to link a bill to the correct project. Add this tracking category/project name to the expense claims and bills that are associated with projects in Scoro.
   
   
   
   
3. Filter out the period for expenses not yet imported to Scoro. Then Export the documents to Excel.
   
   
   
   
4. If you have specific tax names in Xero (see below), these have to be converted into the Tax codes that you can find in Scoro (Settings > Sales and finance > Tax Rates) on the excel that you have exported from Xero. We recommend to build a Macro (ca. 1h Work), but this could also be done by filtering by Tax Name and then bulk-replacing the Name with the correct Tax Code from Scoro.
   
   
   
   
   
   Import expenses to Scoro as bills by using the bill import example file, then map the project name column as the tracking category (which again should match the project name in Scoro). This file can be found under Import/Export > Bills > Example file
   
   
   
   
5. Expenses are imported to Scoro as Bills under correct projects.