Xero Accounting

Xero Accounting

This article is for customers who use the Interface between iPayroll and Xero Accounting and want to automatically post your GL to Xero when you confirm a pay.
The GL accounts will also need to be set up in iPayroll.
Customers that do not want to use the Interface or can't due to their accounting settings in Xero can upload a file to post to Xero.
For more information here Xero Upload File
Fer more information here Xero Cashbooks

Connect Xero

  1. Log on to iPayroll go to Setup > Interfaces
  2. Select > Xero > Enable
  3. You will be directed to your Xero account
  4. Log on with your Xero credentials.
  5. Allow iPayroll Access or Choose the appropriate Xero organisation if you have more than one.
  6. Invoice Settings > Select > Post to Xero at Confirm time
  7. Save
  8. If successful the Enable button with display DISABLE
For more information here Connecting to Xero

Set up your Cost Centres

  1. Log on to iPayroll go to Setup > Costing/GL
  2. Select  > Enable Costing
  3. Add relevant Cost Centre codes for your payroll
  4. Add Cost Centre information to Employee Personal Details or Pay Elements.
For more information here Cost Centres

Set up the GL Accounts

  1. Go to Setup > Costing/GL > GL Accounts
  2. Add Cost Centre code to your clearing accounts
  3. Save
For more information here GL Accounts

Review the General Ledger and Xero Postings 

  1. In an Open Payroll
  2. Go to Reports > Financial > General Ledger Postings
  3. Review the information
  4. Amend any information by editing employee cost centre, editing timesheet entries, adding new cost centres or editing GL Accounts
  5. Confirm Payroll
  6. In Xero
  7. Go to Awaiting Payment
  8. Review 3 Approved Bills > Nett Pay, Taxes and iPayroll Processing Fees
For more information here Xero Posting Errors



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