Once a Team Tracking Category is assigned, the Xero Tracking dropdown will be visible on each of your Teams under Manage > Teams. To set up Team tracking, first select the appropriate Xero tracking category from the Team Tracking Category option via Manage > Xero in PayHero, as seen here: This type of tracking is ideal if you want to track information based on department, location, or other categorisation that is fairly static for each employee. Team tracking will allocate all earnings and wage costs for each employee based on their primary Team. For the examples in this article, our account has the following tracking options set up in Xero:Ĭlick the buttons below to learn more about setting up tracking on your Work and/or Teams in PayHero. If you need to edit the available categories, do so from your Xero account. In the Xero settings page in PayHero, the Work Tracking Category and Team Tracking Category drop-downs will allow you to choose from your existing Xero tracking categories: If your business uses tracking categories in Xero, you can assign them to Work or Teams in PayHero, so that your payroll data is assigned to the appropriate categories. See this article from Xero for information about setting up tracking categories in Xero. Tracking categories are an optional Xero feature that allows you to track your business costs to different business areas. The Invoices section at the top of the Xero settings page allows you to manage how your invoices will arrive in Xero:ĭefault Invoice Status - Select whether you want to send Draft or Approved invoices to Xero. We recommend using the Draft Invoice Status initially, as it means that invoices will still be sent even if you have not set all your Xero accounts in PayHero.Ĭonsolidate Employee Invoices - Tick this if you would prefer to send a single invoice through to Xero for all employees in the pay run. Once successfully connected, the Xero tab will be visible under Manage. You can use this tab to manage the settings that will apply to your data transfers from PayHero to Xero. For details on how to integrate with Xero, see our Xero Integration article here. We’re looking forward to bringing you more reporting improvements in the future.PayHero integrates with Xero, an online accounting system designed for small businesses and their accountants. We trust you’ll love the flexibility that tracking columns bring. You can have two active tracking categories with many tracking options for each tracking category. This keeps your chart of accounts manageable and makes reporting on different departments very easy.
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