Payroll data generated by Microkeeper can be sent directly to the Xero accounting suite.
Follow the step by step process below to connect your Microkeeper and Xero accounts.
This feature must first be activated on the Contact Settings page.
Menu > Settings > General > Global
Under Feature Settings select the Xero option from the drop down menu then select Connect to Xero
Login to Xero with your credentials to authorise the Microkeeper connection.
The connection to Xero will remain permanently connected.
Menu > Reports - Select desired period - Payroll invoice Xero
Microkeeper will need to retrieve your Accounts from Xero.
On first time integration, you will need to configure which figures you want to send to which Accounts.
This is done by:
1. Selecting Setup Xero
2. Get Accounts from Xero
3. Get Tracking Catagories from Xero (If Required)
4. Select Account for each Cost to Business using drop down box.
5. Enter a description - this will appear on the Xero invoice (you must enter a description).
6. Select Tracking Codes (If required)
Save Xero Settings.
The above configuration will work for many scenarios.
On a weekly basis, it's required to send the payable bill to Xero.
Send your data to Xero.
The invoice will appear as an Invoice in the Xero system.
If you are happy with these figures, click Approve in Xero.
You're done, go grab a cup of tea!
If the incorrect data is sent to Xero, simply send the data again, the new data will replace the old data.
Do not Void the invoice in Xero, then it can not be updated.
We recommend using your bookkeeper and contacting the Microkeeper team to help with the initial configuration.
Once set up this process can be done in a couple of minutes.
| Please Note: All names for values MUST be different. If a new name for a value appears, this will have to be added to the appropriate account, this is likely to occur with following weeks. |
If you would like to leave a review about the Microkeeper - Xero integration please do so at the Xero Business Community page.
