How do I initiate the Xero integration process?

The following steps may be used to initiate the Xero integration process on PaySpace:

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.

    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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