How to connect your Timecloud account to Xero
- Open the Xero Page using the navigation bar on the left of your screen.
- Click on the “Connect to Xero” button at the top of the screen.
- Select your organisation and allow access (note: you can only connect to one company’s payroll at a time).
- In the Settings Page, select your pay items under the ‘Actions’ column. Click the sync button and ensure the tick is now visible.
- Navigate to Employees and select the check box for the relevant employees to be synced. Click the sync button on the top right corner.
- Navigate to Job Tracking and match the 'Job Category' field to the layer of projects set up in Xero.
- Match the jobs to tracking categories to push hours against these fields.
- Navigate to Timesheet, check the payroll ending date and select ‘Publish To Xero’.
- Navigate to your Xero account to check the new hours.