Reconnect RosterElf to Xero

If the connection between RosterElf and Xero pauses, you can easily reconnect to ensure your payroll data is correctly synced, minimising the risk of delays or discrepancies. This guide provides clear steps to reconnect RosterElf to Xero, ensuring a smooth payroll integration.

1. Access Payroll Settings

The first step is to access your payroll settings in RosterElf. This section explains how to navigate to the payroll settings where you can refresh the Xero connection.

1.1 Go to Payroll Settings

1.1.1 Access the top menu in RosterElf.

1.1.2 Click on Settings.

1.1.3 Select Payroll.

2. Refresh the Connection

After accessing payroll settings, you can refresh the Xero connection. This will restart the connection process for RosterElf and Xero.

2.1 Click Refresh Icon

2.1.1 Locate the refresh icon at the top centre of the Payroll page.

2.1.2 Click the icon to refresh the Xero connection.

3. Connect to Xero

Now you can reconnect to Xero in the pop-up that appears, allowing RosterElf to link to your Xero account for payroll integration.

3.1 Click Connect in the Pop-up

3.1.1 When the pop-up appears, locate the Connect button in the bottom right.

3.1.2 Click Connect.

4. Manage Pop-up Blockers

If your browser blocks the Xero connection pop-up, follow these steps to allow the pop-up and proceed with the reconnection.

4.1 Allow the Pop-up

4.1.1 Check for a pop-up blocker icon near the URL in your browser.

4.1.2 Click on this icon.

4.1.3 Allow the pop-up to reconnect with Xero.

5. Select Xero Organisation

After allowing the pop-up, follow the prompts to select the correct Xero organisation. This will finalise the connection.

5.1 Choose Xero Organisation

5.1.1 Follow the instructions in the pop-up window.

5.1.2 Select the Xero organisation you want to connect with RosterElf.

6. Finalise Connection

Completing these prompts reconnects your RosterElf account with Xero, preparing it for payroll processing. By following these steps, you’ll maintain a seamless integration between RosterElf and Xero, ensuring efficient payroll operations.

FAQs on Reconnecting RosterElf to Xero

1. How do I reconnect RosterElf to Xero?
To reconnect RosterElf to Xero, go to your payroll settings in RosterElf, click the refresh icon, and follow the prompts to connect. Ensure pop-ups are allowed if a pop-up blocker is active.

2. Where do I find the refresh icon to reconnect RosterElf to Xero?
You’ll find the refresh icon at the top centre of the Payroll page in RosterElf. Click it to start the reconnection process.

3. What should I do if the Xero connection pop-up is blocked?
If your browser blocks the Xero pop-up, locate the pop-up blocker icon near the URL, click it, and allow the pop-up to proceed with the connection.

4. How do I select the correct Xero organisation when reconnecting?
Once the pop-up appears, follow the on-screen prompts to choose the correct Xero organisation for payroll integration with RosterElf.

5. Why is reconnecting to Xero important for payroll?
Reconnecting ensures that RosterElf and Xero are in sync, preventing payroll delays and ensuring that all payroll data is accurately processed and updated.