In regards to pushing paytypes, currently we do not support pushing Holiday hours or leave types to Xero. All timesheets are pushed in DRAFT mode allowing for the final approval process to be done on Xero side. Timesheets can be approved and pay runs created directly from UpSheets and you can use multiple earning rates and tracking codes so the whole process can be managed in one place.
However the timesheet within Xero has already been marked as Approved, so the transaction is denied. If you’ve added or updated Employees, Pay Calendars or Pay Codes in Xero Payroll since you first connected (or your last sync), you can sync these items into your TimeDock account. We’ve made further enhancements to Timesheets! You can now enter multiple work and break times into a daily timesheet entry (AU only).
Within your account, in the navigation select More > Integrations > Xero > Integrate with Xero
I have been using this for a few years now it has been easy to use. Though as the database for different job sites increases, it becomes difficult to find particular jobs in a large list. This is a minor problem, but I could make use of a favourites function, something that would present the job that is currently worked on at the top of the list. Zapier lets you send info between Timesheet and Xero automatically—no code required.
Who should use the Xero Integration Module?
Or in some cases employees pay calendars or employee profiles have been updated. A list of all active employees in your Xero account will show up. Timecloud will automatically match the employees by their email address in both systems. Employees can enter hours and comments as they work, or track time with an automatic stopwatch.
- When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they’re working on.
- I have been using this for a few years now it has been easy to use.
- I can delete this box but it says in the App Store that I can “open” it and not download it.
Easily send automated time entry reminders, receive alerts when timesheets are submitted, create roles and permissions, assign tasks, create team and individual messages and more. Select the period range you would like to export timesheet data for. This will take you to a secure site provided by Xero that will ask you to choose which organisation to connect to and also give Timecloud permission to aspects of your xero account.
Connect to Xero
This will stage them for syncing with their Xero details. Alternatively, you can select the checkbox at the top to stage all valid employees for syncing. Upload timesheets, leave requests and payslip adjustments (reimbursements, deductions, earnings, leave accruals) directly into Xero payroll.
Deploy easy time tracking trustedby the Microsoft App Store. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax. Before exporting to Xero payroll first make sure that the First Name and Last Name (including casing) for each employee in TimeDock matches with your employee records in Xero Payroll.
Summarize data columns
When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they’re working on. We’ll get back to you within the next business day. One more click and the invoice is synced with Xero for faster billing.
- Don’t know if this is an app issue, phone issue or App Store issue.
- Deploy easy time tracking trustedby the Microsoft App Store.
- With the employee portal, employees access a dashboard called “My Payroll”.
- Using the check boxes you can select employees that were successfully matched.
- The below image is an example of an employee timehseet attempting to be re-exported to Xero.
You would only need to unsync and resync them if your organisation implemented a new payment type not previously used. To disconnect you can select the disconnect button below Timesheets in the side menu. Note that this button only appears once connected.
With 5,000+ supported apps, the possibilities are endless. Select the matching pay types from the dropdown list. The Xero Accounting Integration Module provides seamless (API) integration of i-Timesheets https://bookkeeping-reviews.com/how-to-manage-timesheets-in-xero/ with Xero making it easy to invoice your customers and pay your staff. The developer, Xero Ltd, indicated that the app’s privacy practices may include handling of data as described below.