How to Export a Pay Run to Xero : Help Centre

Help Centre/Paycycle How To Guides/Paycycle & Xero Integration

How to Export a Pay Run to Xero

James Knox
posted this on November 16, 2011 11:04 am

Once your pay run has been completed, you may then export this information to Xero. Here, your pay run will be imported to Xero as a draft invoice. Once you approve the invoice the pay run will automatically be integrated into your ledgers.

Pay Run History pt.1

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To Access pay run history in Paycycle.
1. Go to the payroll tab and choose pay runs.

Pay Run History pt.2

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1.Under pay run history choose the pay run that you wish to export to Xero.

Export to Xero

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1.Once, you have chosen your pay run go to the Pay Run Options drop down menu.
2. Choose Export to Xero.

Authenticating your Xero Account pt.1

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1.The first time you export a pay run to Xero you will be asked to authroise your Xero account.

Authenticating your Xero account pt.2

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1. After you are redirected to Xero just enter your Xero username and password.

Authenticating your Xero Account pt. 3

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1.Once, you have logged into Xero, choose the organisation that you wish to connect to your Paycycle account.
2. Authorise the organisation.

Export Successful!

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After you have authenticated your account, Paycycle will automatically export the pay run to Xero as a draft invoice.

Approving your Paycycle pay run in Xero pt.1

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To access the pay run you just exported as a draft invoice log in to Xero go to:
1. The Account Tab
2. From the drop down choose Accounts Payable
3..Your pay run is listed as a draft invoice.