Payboy integration with Xero allows for direct connection with your Xero account. Payroll and claims can be synced and appear directly in your "Bills to pay" account.
For existing users, please skip ahead to step 4!
Step 1: Linking your Xero account to Payboy account
From the sidebar > Settings > Integration
Click on "Connect to XERO" > You will be redirected to the Xero Login page > Login to the account that you would like to link to > Select the organisation you would like to link to
Click "Allow Access" > You will be redirected back to your Payboy Account to the following page.
Step 2: Set up mapping for the data
3 places to take note of:
- Bill Status --> The status of the bill when sent to Xero
- Bill Type --> Within the Bill sent to Xero, How would you like the information to be grouped by, employees or pay items. In this example, it is grouped by employees.
- Account Mapping --> The claim types and pay items in Payboy to be categorized into the relevant accounts in Xero (e.g. Medical Claim in Payboy to be sent to General expenses).
Important Note: Ensure that all fields are filled for proper syncing.
Step 3: Generate Payroll (skip this step if you have already done so)
You may refer to this article on Payroll generation:
Step 4: Sync to Xero
At the bottom right of the payroll, you will find a sync button for Xero.
You will be redirected to the following page:
Look for the organisation that you would like to sync to Xero, then click on the respective sync button on the right.
Wait for a few minutes, then refresh the page. The status should change from "Processing" to "Complete".
Step 5: Check your Xero Account
On your Xero Account, head over to "Bills to Pay". The synced organisation, will be further broken down by GIRO batches, individual cash and cheque payments.
You can check which GIRO batch by viewing the bill.
Important Note: If you re-sync your data, you will end up with duplicated bills. As such, please remember to delete the previous bills.
If you face any difficulties, feel free to contact us through the support chat icon on the bottom right of the screen, or email us at firstname.lastname@example.org. We will get back to you within 3 working days.