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Xero Integration


Payroll data generated by Microkeeper can be sent directly to the Xero accounting suite. 

Follow the step by step process below to connect Microkeeper to Xero and push the invoice for payroll.


Table of Contents

Activate Connection

Xero Configuration

Weekly Process

Additional Notes


Data Flow Diagram


Microkeeper xero integration diagram

Activate Connection


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

Xero connection from Microkeeper


Login to Xero with your credentials to authorise the Microkeeper connection.

Xero login

The connection to Xero will remain permanently connected.

Navigate


Menu > Reports -  Select desired period - Payroll invoice Xero


Reports

Reports selection area


Xero Configuration


Microkeeper will need to retrieve the 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. Microkeeper will need to retrieve the Accounts from Xero.

3. Get Tracking Categories from Xero (If Required)

4. Select Account for each Cost to Business using drop down box.

6. Select Tracking Codes (If required)


Set-Up Xero Accounts

Save Xero Settings.

Xero save button


The above configuration will work for many scenarios.

Weekly Process


On a weekly basis, it's required to send the payable bill to Xero.

Send the payrun data to Xero.

Send Data to Xero

The invoice will appear as an Invoice in the Xero system under > Business > Bills to Pay > Awaiting Payment


Microkeeper invoice for payroll in Xero

 


Reconciliation

Assuming wages were paid with the ABA file, a day to two later Xero will automatically find the payment in the business bank account.

The amount Xero pulls from the bank and the net invoice sent from Microkeeper should match and automatically reconcile.


Corrections

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.


Additional Notes

We recommend using your bookkeeper, accountant or contacting Microkeeper support to help with the initial configuration.

Once setup, 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.


Let us know how you go

If you would like to leave a review about the Microkeeper - Xero integration please do so at the Xero Business Community page.