Our standard Xero Integration allows you to send Recipient Created Tax Invoices as Draft Purchases to Xero, separate from your Xero Payroll payruns. Here's how:
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. Setup a Self-Employed Contractor in Invoxy
Under Manage > People select the Resource and edit their profile.
Make sure the Business checkbox is ticked, this will make them a self-employed contractor in Invoxy that is able to access Recipient Created Tax Invoices.
If they're sales tax registered you should also enter their Business Tax Number, and you can set their Trading Name if applicable.
Invite them to record their time and request approval in Invoxy.
3. Run a Pay Run
Once your contractor has entered their time and had it approved you can generate their Recipient Created Tax Invoice and sent it to Xero as a draft accounts receivable.
To create a Pay Run go to Payroll, and click New Pay Run.
If you're Xero Payroll connected you'll need to set the Pay Run Type to Recipient Created Invoices.
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
Click on the new draft pay and select Mark as Sent.
5. Send to Xero
Navigate to the Sent tab under Payroll, tick the pay and from the options button in the top right select Send to Xero.
Your contractors' invoices will be sent to Xero as draft Purchases invoices for you to approve and pay.
Your contractors can view their RCTIs in their Invoxy Login when they navigate to the Payslips tab.