How do I initiate the Xero integration process?
​Follow these steps to initiate the Xero integration process -
Step 1: To successfully integrate the General Ledger from PaySpace to Xero, the General Ledger account and contra account numbers need to be set up correctly.
Navigate > Configuration > Payroll > Payroll Config > General Ledger
Edit the relevant General Ledger and insert the relevant Chart of Account code from Xero in brackets in the Account and Contra-account fields.
Note! Xero: Chart of Accounts: The Chart of Account codes that are to be used can be found on Xero under Accounting > Chart of accounts
Note! Xero: Chart of Accounts: The Chart of Account codes that are to be used can be found on Xero under Accounting > Chart of accounts
Important! The Chart of Account codes must be inserted in brackets on the General Ledger screen, if this is not done an error will be returned.
Step 2: Once the General Ledger Account numbers have been configured, it can be published using the General Ledger Report screen.
Navigate > Reports > General Ledger
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