Integrating with Xero Chart of Accounts
Log in and in the Payroll Settings section, select “Journals” from the menu under the Business Management heading.
Click on the “Connect to a journal service” heading, select Xero from the list of available services
Once you have selected 'Xero', Click the 'Connect to Xero' button:
You will then be transferred to the Xero website in order to choose an organisation and authorise your business to have access to your data
In order to continue using Xero as the accounting system for your payroll data, you’ll need to complete a couple more steps.
Firstly, choose whether you want to export your pay run data as a manual journal or accounts payable invoice.
If you choose to export your data as a manual journal, you can also specify whether or not it is posted as a draft journal.
Once you have configured your pay run option, the next step is to set up your chart of accounts by going the payroll settings tab on the payroll dashboard, click on 'Chart of accounts' under the business settings heading.
From there you can import your payroll accounts directly from Xero for use in payroll.
Once you have setup your chart of accounts, the pay run toolbar will have the 'Export to Xero' button available from within the pay runs. Simply click this when your pay run is finalised and your journal items will be exported directly to Xero.
Now you are ready to import your employee payroll data from Xero.
Go to 'Add Employees' and select 'Import Employee':
Click on the down arrow next to 'Import employees from', select Xero from the list of available services.
This process will import as much of your Xero data as possible, including:
- payroll calendars
- earnings rates
- deduction types
- leave types
- employee details.
If you receive the error message your 'Xero account is already linked to a KeyPay payroll and therefore isn’t available to select.'
Within Xero you need to go to Settings > Connected apps for 'Business Name here' then disconnect the KeyPay related app currently connected to the business.
If you have any questions or feedback about importing Chart of Accounts or payroll data from Xero please leave a comment below or contact us by email at firstname.lastname@example.org