Summary

Xero is one of leading tools people use for accounting in Singapore.

Payboy provides a one way integration with Xero. Once you enable this integration, every payroll generated will automatically create an Invoice to the account of your choice on Xero.

Connecting to Xero

Follow the steps below to have both your payroll and accounting suite set up on Payboy and Xero:

  • From the side panel, select Settings > Integrations
  • Click on the Connect to XERO button, and you will be redirected to its page where you can enter in the valid credentials
  • You will then be directed to a page where you need to set up the Account Mapping. Select the Accounts from the drop-down list

(Note: You need to set up Charts of Accounts on your Xero account before you start this account mapping)

Bank Account Mapping

Follow the steps below when you cannot find any accounts under Bank Account mapping from the guide above:

  • Log into your Xero account
  • Follow the steps on Xero support page on how to connect bank account on you Xero account (if necessary)
  • Click on Accounting tab on the header > click Chart of accounts
  • Click on the account of your Bank (e.g. DBS Main is my company's bank account)
  • A small window will appear. Select the Account Type
  • Enter the Unique Code (e.g. 001, you may enter any other combination of numbers)
  • Click Save button. This account will appear in the drop-down list on Payboy's Account Mapping page

Synchronizing New Payroll Data

After you have integrated from the above steps, generate a payroll to have it automatically synchronized to Xero for your accounting needs:

  • Head to Payrolls > click on Generate Payroll
  • Follow this guide on how to generate payroll of the month
  • Once you have finalized your payroll of the month, click the sync button on the bottom right of the payroll and select Xero (as shown in the screenshot)
  • A green notification will appear on the top of the page that Payroll has been added successfully into your Xero account

(Note: A payroll will be generated and a corresponding journal entry will be created on Xero)


Synchronizing the Past/Old Payroll Data

Follow the steps below when you have past Payroll data in your Payboy account which you have not sync into Xero:

  • Select Payroll > click All Payrolls from the side panel
  • Click the sync button on the bottom right of the payroll and select Xero (as shown in the screenshot)
  • A green notification will appear on the top of the page that Payroll has been added successfully into your Xero account


Feel free to contact us at support@payboy.biz if you face any difficulties. We will get back to you within 3 workings days

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