You can sync Rise with Xero from your Rise dashboard. Log in to your Rise account here, and then follow the steps listed below.
Step 1: Link your Xero account with Rise.
Under the "Accounting" tab, select Xero from the list of platforms.
Step 2: Enter your Xero credentials.
Step 3: Select the default accounts payable account.
We recommend choosing "Rise Card" as the default accounts payable account by clicking the "Create" button next to it. You can also choose from your existing liability accounts. Then click "Save & Continue."
Step 4: Additional configuration
Click 'Set Xero Category rules' to map Rise Categories to your Xero asset or expense accounts. Expenses made within a Rise category will default to your account selection here unless you override it on the expense itself.
Click `Set Xero Tracking Category Rules` to map your Rise departments and locations to Xero tracking category options. Expenses made under a Rise department or location will default to your tracking category option selection here.
Step 5: Click "I'm Done"
Step 6: Review your expense.
Make sure your expense is coded correctly and then click "Ready to sync" in the same row.
Step 7: Sync your expense.
Click the green button to the upper right of the page "Ready to sync (#)", do a final check to make sure things look good, then click "Sync to Xero"