The Corporate Card section of the Expense Claim workflow settings lets Organisation Administrators and Workflow Managers choose what ApprovalMax sends as the Reference on each Spend Money transaction it creates in Xero.
Please note: The setting applies only to Corporate Card claims. Out-of-pocket claims are exported to Xero as Bills and are not affected.
To configure your Corporate Card settings:
Select your Organisation and click on Approval workflows.
Open the Expense Claim workflow.
Click on the Gear icon to open the workflow settings.
In the Corporate Card tab, find Reference sent to Xero Spend Money and select one of the following options:
Expense Claim number: every Spend Money transaction in Xero from the claim uses the Expense Claim number from ApprovalMax as its Reference. This is the default setting.
Expense Claim line Description: each Spend Money transaction in Xero uses the Description of its own expense line as its Reference.
Please note: When you use Expense Claim line Description, if a Description is longer than Xero allows for a Reference, ApprovalMax shortens it to fit. If an expense line has no Description, the Reference is left empty in Xero.
Click Save changes, then update/activate the workflow.
