Who is this for? Cardholders, Approvers, and Finance/Accounting teams using Qashio with Xero (or another ERP).
What syncs from your ERP into Qashio
Qashio pulls only Codes, Names, and Descriptions for: Chart of Accounts, Vendors/Suppliers, and Tax Rates.
These values are used to facilitate mapping inside Qashio; no other ERP data is imported automatically.
Update transaction data in Qashio
Go to Transactions to see successful card transactions with date/time, user, amount, merchant, and whether a receipt/memo exists.
Click a transaction to open Transaction Details:
Receipts & Memos: Upload directly here, or via Qashio mobile app, WhatsApp, or email.
Expense Category: Update if needed.
Accounting Segments: Finance can edit segmentation (e.g., Department, Location, Project, Division) and linked ERP fields (e.g., Tax Rate, Chart of Accounts, Supplier).
Optional: Post-transaction approval before ERP sync
You can enforce single- or multi-level approvals as a prerequisite for syncing to your ERP.
Readiness checklist before you sync
Receipt and memo (if required by your policy) are attached.
Expense Category is correct.
Supplier, Chart of Accounts, and Tax Rate are mapped.
Segmentation (Department/Location/Project/Division) is filled as required by your accounting policy.