Our Accounts Payable Integration means you can send Recipient Created Tax Invoices as Draft Accounts Payable to Xero.
1. Connect to Xero
Go to Manage > Integrations, Select Xero and press Connect. It will ask you to allow access to your Xero account, press Allow and the connection will be complete.
2. Create a Self-Employed Contractor in Invoxy
Once you have created a Contractor Placement or had a placement come across from our ATS integrations select the Resource and edit their profile.
Make sure the Business box is ticked, this will make them a self-employed contractor in Invoxy that receives Recipient Created Tax Invoices.
Invite them to record their time and request approval in Invoxy.
3. Run a draft Payrun with approved time for your Self-employed contractor
Once your contractor has entered their time and had it approved you can generate their Recipient Created Invoice and sent it to Xero as a draft accounts receivable.
To create a Pay Run go to Payroll, and click New Pay Run.
Select the Pay date, Period and People you wish to create a Pay Run for. Use the Search bar, if needed, to find the people or label that you want to run a pay for.
4. Mark the Payrun as Sent
Hover on the new draft pay and select Mark as Sent.
5. Go into Sent and select Send to Xero
Navigate to the Sent tab, select the sent pay and go to the top right box to select Send to Xero.
It should appear as a draft accounts payable in your Xero Account.
Your contractors can view their RCIs in their Invoxy Login when they navigate to the Payslips tab.