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Xero Integration


The payroll data that is generated by Microkeeper can be sent directly to the Xero accounting suite.


Table of Contents


Activate Connection

Xero Configuration

Weekly Process

Additional Notes





Data Flow Diagram


Microkeeper Xero Data Flow Diagram





Activate Connection


This feature must first be activated on the Contact Settings page.

Menu > Settings > General > Global

Under Accounting select the Xero option and Update these settings.


Connect to Xero

Connect to Xero button


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 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 the Account.

(2) Enter a description - This will appear on the Xero invoice. -You must enter a description

(3) Select which values you want to send to that account.

(4) Select if the total is negative.

Invoice configuration for Xero integration


Save Xero Settings.

Save Xero settings 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.


It's important to ensure that the figures being sent to Xero match the figures recorded in the Microkeeper database.

Confirm amount to be sent to Xero


If figures match, Send your data to Xero.

Send data to Xero button


The invoice will appear as a draft in the Xero system.

Approve invoice in Xero


If you are happy with these figures, mark this invoice as Approved in Xero.

You're done, go grab a cup of tea!




Additional Notes


We recommend getting a bookkeeper and Microkeeper to help with the initial configuration, once setup this process can be done in a couple of minutes.


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.