diff --git a/docs/articles/new-expensify/connections/xero/Configure-Xero.md b/docs/articles/new-expensify/connections/xero/Configure-Xero.md
index 79e9404c7c7e..f977e6f5fee8 100644
--- a/docs/articles/new-expensify/connections/xero/Configure-Xero.md
+++ b/docs/articles/new-expensify/connections/xero/Configure-Xero.md
@@ -1,102 +1,98 @@
---
-title: Configure Xero
-description: How to configure your settings for Xero
+title: Configure Xero Settings
+description: Learn how to configure Xero import, export, and advanced sync settings in Expensify.
+keywords: [New Expensify, Xero configuration, set up Xero integration, import export Xero, Xero auto-sync]
---
-# Best Practices Using Xero
+
-Using Expensify with Xero brings a seamless, efficient approach to managing expenses. With automatic syncing, expense reports flow directly into Xero, reducing manual entry and errors while giving real-time visibility into spending. This integration speeds up approvals, simplifies reimbursements, and provides clear insights for smarter budgeting and compliance. Together, Expensify and Xero make expense management faster, more accurate, and stress-free.
+Learn how to configure the settings for your Xero integration, including import preferences, export setup, and advanced sync features. These steps ensure your expense data flows smoothly and accurately between Expensify and Xero.
-# Accessing the Xero Configuration Settings
+**The Xero integration simplifies expense management by:**
-Xero is connected at the workspace level, and each workspace can have a unique configuration that dictates how the connection functions. To access the connection settings:
+- Automatically syncing expense reports into Xero
+- Reducing manual entry and human error
+- Providing real-time visibility for smarter budgeting
+- Speeding up approvals and reimbursements
-1. Click your profile image or icon in the bottom left menu.
-2. Scroll down and click **Workspaces** in the left menu.
-3. Select the workspace you want to access settings for.
-4. Click **Accounting** in the left menu.
+---
+
+# How to Access Xero's Configuration Settings
+
+Each Workspace has a unique Xero configuration. To view or update it:
+
+1. In the left-hand menu, select **Settings > Workspaces**, then choose your Workspace.
+2. From the Workspace menu, click **Accounting**.
+
+---
+
+# Step 1: Set Up Import Settings
-# Step 1: Configure import settings
+Import settings control which Xero data appears in Expensify.
-The following steps help you determine how data will be imported from Xero to Expensify.
+1. Under the Xero connection, click **Import**.
+2. Choose your preferences:
-
- - Under the Accounting settings for your workspace, click Import under the Xero connection.
- - Select an option for each of the following settings to determine what information will be imported from Xero into Expensify:
-
- - Xero organization: Select which Xero organization your Expensify workspace is connected to. Each organization can only be connected to one workspace at a time.
- - Chart of Accounts: Your Xero chart of accounts and any accounts marked as “Show In Expense Claims” will be automatically imported into Expensify as Categories. This cannot be amended.
- - Tracking Categories: Choose whether to import your Xero categories for cost centers and regions as tags in Expensify.
- - Re-bill Customers: When enabled, Xero customer contacts are imported into Expensify as tags for expense tracking. After exporting to Xero, tagged billable expenses can be included on a sales invoice to your customer.
- - Taxes: Choose whether to import tax rates and tax defaults from Xero.
-
-
+- **Xero organization** – Select the organization to connect. Each organization can only link to one Workspace at a time.
+- **Chart of accounts** – Accounts marked “Show in Expense Claims” are imported into Expensify as Categories (not editable).
+- **Tracking categories** – Import Xero tracking categories (e.g., cost centers, regions) as tags.
+- **Re-bill customers** – Enable the import of Xero customer contacts as tags for billable expenses.
+- **Taxes** – Import tax rates and defaults from Xero.
-# Step 2: Configure export settings
-The following steps help you determine how data will be exported from Expensify to Xero.
+---
+
+# Step 2: Set Up Export Settings
-
- - Under the Accounting settings for your workspace, click Export under the Xero connection.
- - Review each of the following export settings:
-
- - Preferred Exporter: Choose whether to assign a Workspace Admin as the Preferred Exporter. Once selected, the Preferred Exporter automatically receives reports for export in their account to help automate the exporting process.
-
-
-{% include info.html %}
-- Other Workspace Admins will still be able to export to Xero.
-- If you set different export accounts for individual company cards under your domain settings, then your Preferred Exporter must be a Domain Admin.
-{% include end-info.html %}
+Export settings determine how Expensify sends data to Xero.
-
-
- - Export Out-of-Pocket Expenses as: All out-of-pocket expenses will be exported as purchase bills. This cannot be amended.
- - Purchase Bill Date: Choose whether to use the date of the last expense, export date, or submitted date.
- - Export invoices as: All invoices exported to Xero will be as sales invoices. This cannot be amended.
- - Export company card expenses as: All company card expenses are exported to Xero as bank transactions. This cannot be amended.
- - Xero Bank Account: Select which bank account will be used to post bank transactions when non-reimbursable expenses are exported.
-
-
+1. Under the Xero connection, click **Export**.
+2. Configure the following:
-# Step 3: Configure advanced settings
+- **Preferred exporter** – Assign a Workspace Admin to automatically receive reports to export.
+ - Other Workspace Admins can still export to Xero.
+ - If card-specific export settings are configured under your domain, the Preferred Exporter must be a Domain Admin.
-The following steps help you determine the advanced settings for your connection, like auto-sync.
+- **Export out-of-pocket expenses as** – All out-of-pocket expenses are exported as purchase bills (not editable).
+- **Purchase bill date** – Choose to use the date of the last expense, submitted date, or export date.
+- **Export invoices as** – All invoices export as sales invoices (not editable).
+- **Export company card expenses as** – All company card expenses are exported as bank transactions (not editable).
+- **Xero bank account** – Select the account to post non-reimbursable expenses.
+
+---
-
- - Under the Accounting settings for your workspace, click Advanced under the Xero connection.
- - Select an option for each of the following settings:
-
- - Auto-sync: Choose whether to enable Xero to automatically communicate changes with Expensify to ensure that the data shared between the two systems is up-to-date. New report approvals/reimbursements will be synced during the next auto-sync period. Once you’ve added a business bank account for ACH reimbursement, any reimbursable expenses will be sent to Xero automatically when the report is reimbursed. For non-reimbursable reports, Expensify automatically queues the report to export to Xero after it has completed the approval workflow in Expensify.
- - Set Purchase Bill Status: Choose the status of your purchase bills:
-
- - Draft
- - Awaiting Approval
- - Awaiting Payment
-
- - Sync Reimbursed Reports: Choose whether to enable report syncing for reimbursed expenses. If enabled, all reports that are marked as Paid in Xero will also show in Expensify as Paid. If enabled, you must also select the Xero account that reimbursements are coming out of, and Expensify will automatically create the payment in Xero.
- - Xero Bill Payment Account: If you enable Sync Reimbursed Reports, you must select the Xero Bill Payment account your reimbursements will come from.
- - Xero Invoice Collections Account: If you are exporting invoices from Expensify, select the invoice collection account that you want invoices to appear under once they are marked as paid.
-
-
+# Step 3: Configure Advanced Settings
-{% include faq-begin.md %}
+Advanced settings control sync frequency and automation.
-## How do I know if a report is successfully exported to Xero?
+1. Under the Xero connection, click **Advanced**.
+2. Choose your options:
+
+- **Auto-sync** – Automatically keep Xero and Expensify in sync. Reports are exported after approval, and reimbursable reports post to Xero once reimbursed.
+- **Set purchase bill status** – Choose between:
+ - Draft
+ - Awaiting Approval
+ - Awaiting Payment
+- **Sync reimbursed reports**—Mark reimbursed reports in Expensify as Paid in Xero. This requires selecting a Xero reimbursement account.
+- **Xero bill payment account** – Required if **Sync reimbursed reports** is enabled.
+- **Xero invoice collections account** – Select the account where paid invoices appear.
+
+---
-When a report exports successfully, a message is posted in the related Expensify Chat room.
+# FAQ
-{:width="100%"}
+## How do I know if a report was exported successfully to Xero?
-## What happens if I manually export a report that has already been exported?
+When a report exports successfully, Concierge posts a confirmation message in the related Expensify Chat room.
-When an admin manually exports a report, Expensify will warn them if the report has already been exported. If the admin chooses to export it again, it will create a duplicate report in Xero. You will need to delete the duplicate entries from within Xero.
+## What happens if I export a report that was already exported?
-{:width="100%"}
+Expensify warns you if the report has already been exported. If you proceed, it creates a duplicate in Xero, which you'll need to delete manually.
-## What happens to existing reports that have already been approved and reimbursed if I enable Auto Sync?
+## Will existing reports be affected when I enable auto-sync?
-- If Auto Sync was disabled when your Workspace was linked to Xero, enabling it won’t impact existing reports that haven’t been exported.
-- If a report has been exported and reimbursed via ACH, it will be automatically marked as paid in Xero during the next sync.
-- If a report has been exported and marked as paid in Xero, it will be automatically marked as reimbursed in Expensify during the next sync.
-- If a report has not yet been exported to Xero, it won’t be automatically exported.
+- Reports already exported won’t be re-exported.
+- Reimbursed reports marked as Paid in Xero will also show as Paid in Expensify after sync.
+- If a report was reimbursed via ACH, the Paid status syncs to Xero.
+- Reports not yet exported won’t be affected unless exported manually.
-{% include faq-end.md %}
+
-Connecting Expensify to Xero lets you sync expenses and financial data automatically between the two platforms. This guide walks you through everything you need to get started.
+Connect your Workspace to Xero to sync expense data directly into your accounting system. This article walks you through setup and disconnection steps.
-# Requirements to connect Expensify to Xero
+---
+
+# Requirements to connect to Xero
+
+Make sure the following requirements are met before you start:
-- You must log in to Xero as an administrator.
-- Your Expensify Workspace must be on the **Collect** or **Control** plan.
-- Two-factor authentication must be enabled in Expensify — [learn how to enable it here](https://help.expensify.com/articles/new-expensify/settings/Enable-Two-Factor-Authentication).
+- You’re logged into Xero as an administrator
+- Your Workspace is on the **Collect** or **Control** plan
+- Two-factor authentication is enabled in Expensify — [learn how to enable it](https://help.expensify.com/articles/new-expensify/settings/Enable-Two-Factor-Authentication)
---
-# Connect Expensify to Xero
+# How to connect Expensify to Xero
-To link your Expensify Workspace to Xero:
+To connect your Workspace:
-1. Click your **Settings** icon in the bottom-left menu.
-2. Scroll down and select **Workspaces**.
-3. Choose the Workspace you want to connect.
-4. Click **More features** in the left-hand menu.
-5. Scroll to the **Integrate** section and toggle on **Accounting**.
-6. Click **Accounting** in the left-hand menu.
-7. Click **Set up** next to Xero.
-8. Enter your Xero login credentials to complete the connection and import your settings.
+1. From the left-hand menu, select **Settings**.
+2. Choose **Workspaces**, then select your Workspace.
+3. Select **More features** from the Workspace menu.
+4. In the **Integrate** section, toggle on **Accounting**.
+5. Click **Accounting** in the menu.
+6. Click **Set up** next to **Xero**.
+7. Log in to your Xero account to complete the connection.
+
+This will import your Xero settings into Expensify.
{:width="100%"}
@@ -36,20 +41,17 @@ To link your Expensify Workspace to Xero:
{:width="100%"}
-
---
# FAQ
## How do I disconnect Xero from Expensify?
-1. Click your profile image in the bottom-left menu.
-2. Scroll down and select **Workspaces**.
-3. Choose the Workspace connected to Xero.
-4. Click **Accounting** in the left-hand menu.
-5. Click the three-dot menu next to Xero and choose **Disconnect**.
-6. Click **Disconnect** again to confirm.
+1. From the left-hand menu, select **Settings > Workspaces**, then choose your Workspace.
+2. Click **Accounting** in the Workspace menu.
+3. Click the three-dot menu next to **Xero**.
+4. Select **Disconnect**, then click **Disconnect** again to confirm.
-Once disconnected, imported options from Xero will no longer appear.
+After disconnecting, data previously imported from Xero will no longer appear in your Workspace.
diff --git a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md
index ec276e311338..5a8562433798 100644
--- a/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md
+++ b/docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md
@@ -1,37 +1,46 @@
---
title: Xero Troubleshooting
-description: More to Come Soon
+description: Learn how to resolve common errors that prevent reports from exporting to Xero.
+keywords: [New Expensify, Xero errors, export failure, troubleshoot Xero, manual export]
---
-## Report won’t automatically export to Xero
+
-If an error occurs during an automatic export to Xero:
+If your expense reports aren’t exporting to Xero, this guide covers common causes and how to fix them.
-- You'll receive an email detailing the error.
-- The error will appear in the related Expense Chat, indicated by a red dot next to the report.
-- For auto-sync errors, a message will be posted in the related #admins room. The message contains a link to the workspace's accounting settings where an explanation for the error appears next to the connection.
+# Report didn’t export automatically to Xero
-An error on a report will prevent it from automatically exporting.
+When an error occurs during an auto-export:
-## How to resolve
+- You'll receive an email with details about the error
+- The report will show a red dot in the related **Chat** thread
+- A message will post in the Workspace’s **#admins** chat, linking to the **Accounting** settings with the error reason
-Open the expense and make the required changes. Then an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they'll select Xero.
+These errors prevent automatic exports. You’ll need to correct the issue and export the report manually.
-{:width="100%"}
+## How to resolve it
-{:width="100%"}
+1. Open the expense and fix any required details.
+2. From the top of the report, select **Export**.
+3. Choose **Xero** to manually export the report.
-## Unable to manually export a report
+---
+
+# Can't manually export a report
-To export a report, it must be in the Approved, Closed, or Reimbursed state. If it is in the Open state, clicking Export will lead to a notification that the data is not yet available for export.
+You can only export reports that are in one of these states:
-{:width="100%"}
+- **Approved**
+- **Closed**
+- **Reimbursed**
-## How to resolve
+If a report is still **Open**, you’ll see a message indicating the data isn’t ready for export.
-Open the report and make the required changes:
+## How to resolve it
-- If the report is in the Open status, ensure that it is submitted.
-- If the report is in the Processing status, an admin or approver will need to approve it.
+1. Open the report and review its status.
+2. If the report is **Open**, submit it.
+3. If the report is **Processing**, it must be approved by an admin or approver.
+4. Once approved, go to the top of the report, select **Export**, and choose **Xero**.
-Once complete, an admin must manually export the report to Xero by clicking the heading at the top of the expense and selecting Export. Then they'll select Xero.
+