1. Employment Hero Help Centre (MY)
  2. Payroll Web Platform
  3. Journals and Chart of Accounts
  4. Managing Journal Integrations
  5. Integrated EH Payroll and Xero Platform
  6. Integrating with Xero

Payroll platform: Integrating with your Xero platform

James Nixon
Updated
EH Content Team

Overview

A journal service is a tool that allows you to connect your accounting software with your payroll platform so that you can capture journal entries in your chart of accounts. If you use Xero for your accounting software and journal service, and Employment Hero for your payroll, you would simply connect Xero with your Employment Hero payroll platform via the Journal Service integration feature.

After connecting your Xero and EH Payroll platforms together, and setting up your chart of accounts, you can post-payroll journals automatically into Xero upon finalising a pay run, eliminating the need for manual data import/exports or CSV uploads. You will also notice with this export feature we format the data to reflect automatically your Xero reporting layouts.

Availability

Payroll Plan:   Standard   Premium

Getting started

The below premises will walk you through how to connect your Xero accounting platform with your EH payroll platform.

Connect to your Xero platform
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Integrations button.
  5. Locate the Xero logo and click the Add button.
    Screenshot of employment hero payroll integration software options. down the lefthand side of the screen is a menu of payroll settings. In the main screen panel we have the options shown for company naminori training. they are xero, and zoho books
  6. Click the Connect to Xero button.
    Screenshot of the popup to add xero integration. it reads add xero integration. Integrating with xero will allow you to import your chart of accounts, employee data, tax codes (used for logging payroll related expenses) and tracking categories. You can also export your payroll journal. please refer to the support article for more detailed information. the popup then links to the relevant support article
  7. Click the Allow Access button.
    Screenshot of the xero access page. a white page with the blue xero logo at the top. it asks your payroll wants access to organisation data, and user account information. There are links to the terms of use and privacy policies and a blue allow access button or the option to cancel.
  8. Complete the following fields:
    • Export pay run as:
      • Accounts payable invoice.
      • Journal.
    • Post a draft.
  9. Click the Save button.
    Screenshot of the popup to add xero integration. it reads add xero integration. Integrating with xero will allow you to import your chart of accounts, employee data, tax codes (used for logging payroll related expenses) and tracking categories. You can also export your payroll journal. please refer to the support article for more detailed information. The popup then links to the relevant support article. below once you have confirmed the company and export pay run data, it shows you are connected.

Maintain

The below premise will walk you through how to disable your Xero accounting integration.

Disable your Xero connection
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Integrations button.
  5. Locate the Xero logo and click the   button. 
    Screenshot of employment hero payroll integration software options. down the lefthand side of the screen is a menu of payroll settings. the no entry icon is highlighted in red. clicking this is the first step in disabling xero.
  6. Click the Disable button.
    Screenshot of popup to confirm you wish to disable the xero integration. There is a button to disable or the option to cancel

Further information

Can I write transactions to my Xero bank account?

The Xero API does not allow us to write transactions to a bank account. You have two options:

  • You can post your payroll info to Xero as a purchase invoice, much like the inbuilt Xero payroll does now. When you do this, we reconcile the purchase invoice against the bank account transaction and do not need a transaction line written to the bank account.
  • You can post to Xero using a journal. If you do this, you will need to create a payroll clearing account that we can post to which you can then use to reconcile against the bank account.

Author recommended

So you have now connected your EH payroll and Xero platforms together and you are now wondering what next can I do. There are two recommendations I would make on this front:

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.