Our Xero Integration
There are a few things to consider before you use your integration to Xero.
- Ensure the integration has been setup in the Integrations menu.
- To setup the integration, you will need the Username and Password for Xero.
Payroll Integration
Your integration to Xero will use Payroll information to populate a Payrun.
Before using the integration, confirm the following are true in Xero Payroll:
- There is an open Payrun.
- Pay Frequencies are setup.
If both of those points are true, you can now select timesheets in the Payroll module.
Click Mark as Sent to send selected timesheets to Xero.
Purchase Order Integration
Your integration will use information from the Finance module to integrate Purchase Orders into Xero.
Create a Purchase Order in Prestartr, and in the next five minutes you'll see it populated in Xero!
If you need to push the Purchase Order sooner, navigate to the Admin module and the Integration menu.
From the Xero section, click Run Integration.
Purchase Order Troubleshooting Tip
If you notice a Purchase Order isn't syncing, check the Integration Warnings area.
This will show the exact reason for the failure to integrate.