Xero Integration

Xero Setup

• Required Xero permission levels
• Setting up Xero for integration
• How to refresh Xero connection
• Import staff from RosterElf to Xero

RosterElf Setup

• Creating a pay template for Xero
• Updating a pay template for Xero
• Sync staff list with Xero
• Linking Xero tracking codes

Exporting Timesheet to Xero

• Sending timesheets to Xero
• Excluding specific staff and shifts from timesheet export

Common Issues

• Xero Errors when Sending Leave to Payroll
• Fixing Xero Error Code for Employees on Different Pay Calendars (Fixed Salary Staff)
• Common Xero Errors on RosterElf and How to Solve Them

Xero Leave Integration

• Export leave to Xero
• Export leave to Xero (public holidays)
• Export leave to Xero (staff members on different levels or rates)

Xero Error Warnings

• "Employee Missing Pay Calendar"
• "Organisation Type"
• "Employee Missing Ordinary Hours Rate"
• "TrackingItemID is Required for each Timesheet Line"
• "Your Xero account does not have Payroll Enabled"
• "A Xero Pay Item assigned to (Staff Name) is missing or invalid"

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