How to add Manage Expense Feature?

  • Pradip Ghanghar

    18 December , 2025

Overview:

We’ve introduced a feature that lets you upload a receipt or bill, and—based on your configuration—it will automatically create a bill or spend-money entry in Xero. To add this feature, open the Feature List page in the app and click the ‘+Add’ button next to Manage Expense. Enable the required checkbox and choose the appropriate options in the available fields. Once saved, the feature will be activated.

Detailed Information:

This feature eliminates the need to manually create a bill or spend-money entry in Xero. It copies the required details from your uploaded document and automatically creates the corresponding entry in Xero.

Below are the step-by-step instructions for adding this feature:

  1. From the left menu, open the Features section and click +Add next to Manage Expense.

  2. Go through the instructions and then select both the check boxes and click on the 'Accept' button.

  3. A settings window will appear. Choose the appropriate options based on your requirements.

  4. Explanation of settings:

    1. Xero Supplier Creation for Expense Sync:  Choose whether you want a unique supplier(Actual supplier) created for each entry or prefer to use a single supplier for all entries.

    2. Expense Account: Select the account to be used for the generated expense entries.

    3. Create Expense As: Choose whether the entry should be created as a Bill or Spend Money.

      1. For Bill: Enable the checkbox if you want a payment to be created for the bill.

      2. Payment Account: Select the payment account to be used.

    4. Expense Tax Code: Select the tax code that applies to the expenses.

  5. After configuring all required fields, click ‘Save Setting’.

  6. Once the settings are saved, the feature is activated, and the ‘Expenses’ option will appear in the left-side menu of our app in the Shopify Admin panel. 

You will also get an email with instructions on your Shopify and our app’s communication email and a QR code to upload documents from your mobile device.

Read the article below to learn how to use this feature after subscribing.

How to use Manage Expense Feature?

Tags: ManageExpenseFeature ManageExpenseFeatureSubscription AddManageExpenseFeature

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