EXPORTING TO XERO
Paycycle has integrated with Xero to make your accounting easier. This integration is based on the Chart of Accounts and the account associated with each pay slip item. If you haven't imported those accounts to Paycycle, please check the Import from Xero Tutorial. If you are set, this tutorial will show you how to successfully export your payroll account movements to Xero (or else you can watch the video tutorial!).
OVERVIEW
Once you have posted a payrun, you can export it to Xero. And this is literally one click away.
STEP 1: EXPORT FROM PAYCYCLE
Go to Payruns, Payrun History and click the Export button on the Xero column.
A pop-up window will be displayed. Click on the Authenticate with Xero button, which will open a new browser and navigate to the Xero login screen automatically.
Log onto Xero, select your organisation name from the drop down list, then click the green Authorise button.
When you authorise Paycycle to integrate with Xero, your authority only lasts for 30 minutes. So, if you update your accounts in Xero and want to re-synchronise with Paycycle, you will need to authorise Paycycle again.
STEP 2: APPROVE INVOICE IN XERO
In Xero, go to Accounts, Accounts Payable.
Click on Draft Invoices.
Here, you'll find a draft invoice "Generated by Paycycle" and the Reference will be the posted payrun. Click on it.
Once you are here, check the accounts assigned to each payslip item are the correct ones (they should be if they are properly linked to Paycycle).
Check that everything else is alright. When you've done this, click on Approve and you are done. If you have any questions, feel free to drop us an email at support@paycycle.com.au and we will help you out.