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Seeing duplicate payments to Brex on Xero

You may see duplicate payments to Brex on your Xero account if you've added your bank to the Xero bank feed and are also using our Xero integration.

This is because the payments to Brex pulled from your bank's feed will typically have the date that the payment left your bank account, whereas the payment to Brex pulled from your Brex bank feed will have the date that it reached Brex's bank account. Because of this date discrepancy, the payments will not auto-match. To rectify this, please follow the steps below.

Step 1: On Xero, go to Accounts > Bank Accounts and find the payment to Brex.

Step 2: Click on the payment, and then click Find & Match.

Step 3: Search for the duplicate payment exported from Brex.

Step 4: Click Reconcile.

Seeing the wrong Xero organization name listed in your Brex settings

Please follow the steps below to ensure that you see the correct Xero organization in Brex.

Step 1: Navigate to Integrations on the left side of your Brex dashboard, click Manage and visit the Settings tab.

Step 2: Verify that the organization name in the integration’s settings page does not match the name listed in Xero. Also, verify that the company name listed under the Brex logo is correct.

Step 3: Click Disconnect on the lower right side.

Step 4: Connect the right Organization by following the instructions listed in How do I connect my Brex account to the correct Xero Organization?.


Seeing duplicate payments to Brex on Xero

You may see duplicate payments to Brex on your Xero account if you've added your bank to the Xero bank feed and are also using our Xero integration.

This is because the payments to Brex pulled from your bank's feed will typically have the date that the payment left your bank account, whereas the payment to Brex pulled from your Brex bank feed will have the date that it reached Brex's bank account. Because of this date discrepancy, the payments will not auto-match. To rectify this, please follow the steps below.

Step 1: On Xero, go to Accounts > Bank Accounts and find the payment to Brex.

Step 2: Click on the payment, and then click Find & Match.

Step 3: Search for the duplicate payment exported from Brex.

Step 4: Click Reconcile.

Seeing the wrong Xero organization name listed in your Brex settings

Please follow the steps below to ensure that you see the correct Xero organization in Brex.

Step 1: Navigate to Accounting on the left side of your Brex dashboard, click Manage Xero.

Step 2: Verify that the organization name in the integration’s settings page does not match the name listed in Xero. Also, verify that the company name listed under the Brex logo is correct.

Step 3: Click Disconnect on the lower right side.

Step 4: Connect the right Organization by following the instructions listed in How do I connect my Brex account to the correct Xero Organization?.


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