Xero Integration

Xero Setup

• Steps to disconnect your Xero account easily
• Required Xero permission levels
• Setting up Xero for integration
• How to refresh Xero connection
• Import staff from RosterElf to Xero

RosterElf Setup

• Comprehensive Xero payroll setup guide
• 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

• How to process payroll for one staff member efficiently
• How to set up monthly payroll (Xero)
• Sending timesheets to Xero
• Excluding specific staff and shifts from timesheet export

Common Issues

• Resolving problems with Earning Rate ID does not exist error (Xero)
• How to set up Xero payroll for RosterElf (NZ customers)
• Xero errors when sending leave to payroll
• Resolving Xero error for employees with different pay calendars
• Common Xero errors on RosterElf and how to solve them

Xero Leave Integration

• Updating employee leave in Xero made simple
• 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 Xero error
• Organisation type Xero error
• Employee missing ordinary hours rate Xero error
• TrackingItemID is required for each timesheet line Xero error
• Your Xero account does not have payroll enabled Xero error
• A Xero pay item assigned to (staff name) is missing or invalid Xero error

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