Connect to Xero payroll
Go to Manage > Integrations and select Xero Payroll. You will be prompted to add your login details to connect to your Xero account. Please note: if you are also connecting to Xero, please connect to Xero before you connect to Xero Payroll.
Check your Invoxy and Xero Payroll setup is correct
Ensure the Date of Birth and Address fields are completed on the Employee/Resource under Manage > People. Xero requires the address to be properly geocoded, so we recommend you use the address picker dropdown to ensure you get the address right.
Under Manage > Work set the Pay Item on any work items your resources will be recording their time against.
To help you with this setup Invoxy will display notifications on your dashboard when you are connected, or if there are any issues sending a pay to Xero.
Employees with DOB and Addresses will sync to Xero when:
You first connect to Xero Payroll AU
You press "Sync" on the Integrations page for Xero Payroll AU
When you create a New Payrun
Head to Manage > People to update these - blue dots will appear next to any employees that require Dates of Birth and Addresses to be added.
Make sure a superannuation line is included in the Employee pay template (if they are over 18 years of age), and that the candidate has a Pay Calendar selected on their Employment tab.
Check that there are no draft pays for the Calendar you are using.
Create and Send a Payrun
Now that you're all setup and connected time to Create a pay run to send.
Go to Payroll and click New Pay Run, if your setup is correct it will select approved time for your calendar period from Xero to be drafted.
Once this draft is done and you have checked the amounts you can select Send to Payroll.
Your pay should now be in Xero Payroll ready to be finalised.