Xero Invoice & Employee Option

Xero Invoice Employee Option

1. 1. Navigate to the main menu on the left

   Click on 'Apps' > Click on Xero Accounting Option

   

2. 2. Click on your Xero Connected Organisation

   If you have not yet connected to Xero, please use this process

   

3. 3. Click on Xero Export Type dropdown against the relevant organisation

   Click on 'Invoice'

   

4. 4. Click on Xero Export Group dropdown

   Select 'Employee'

   

5. 5. Select 'Save'

   

6. 6. Select 'REFRESH DATA'

   

7. 7. A green message will appear at the bottom left of the screen notifying you that the data has been refreshed successfully

   

8. 8. ASSIGN XERO CONTACTS TO EMPLOYEES

   Click on the Employees Menu and view any relevant employee record

   

9. 9. Click Edit

   

10. 10. Scroll to the bottom of the screen and click on the drop down next to the Accounting Employee Contact

    

11. 11. Type or Select the relevant Xero Contact record

    

12. 12. Click on SAVE to save the changes to the employee record

    

13. 13. Repeat steps 11 - 15 for all employees

    

14. 14. ORGANISATION SETUP - Organisation Contacts

    Click on Organisations

    

15. 15. Click to View the relevant Organisation

    

16. 16. Click Edit

    

17. 17. If required, Click the Pension Contact drop down

    

18. 18. Select the relevant Xero Pension Contact

    

19. 19. Click on the Accounting Social Insurance Contact drop down

    

20. 20. Select the relevant Xero Social Insurance contact

    

Xero

1. 21. Click on the Accounting Tax Contact drop down

   

2. 22. Select the relevant Xero Tax contact

   

3. 23. Click on SAVE

   

4. 24. EXPORT TO XERO - Click on Payroll

   

5. 25. Click on Completed Pay Runs

   

6. 26. View a Completed Pay Run you would like to export to Xero

   

7. 27. Click on EXPORT TO XERO

   

Ocerli

1. 28. The dialog will show you a preview of the data that is about to be exported to Xero.

   

2. 29. Click on Expand All to view all information that will be exported

   

3. 30. If you are happy to complete the Export to Xero, Click on YES

   

4. 31. Go to go.xero.com

5. 32. Click on Dashboard

   

6. 33. Click on Bills you need to pay

   

7. 34. You will notice new Draft bills

   

8. 35. Click on any Draft bill to review the information

   

9. 36. Review the bill detail and amend as necessary

   

10. 37. Click to view any other bills you wish to review