Xero Online Accounting integration

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PaymentEvolution

• October 09, 2012 21:00

Please see https://help.paymentevolution.com/hc/en-us/articles/360052006812

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  Sam

  • November 12, 2020 02:06
  • Edited

  Please see https://help.paymentevolution.com/hc/en-us/articles/360052006812

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  Blair Collins

  • January 09, 2015 21:48

  Is it possible to have the purchase invoice posted to Xero split by employee per line item or have a way to set the Tracking Category of Xero for each employee?  We charge the employees to different Tracking Categories/Practice so that we can calculate the gross margin on implementation services vs custom programming, etc.

  Also Xero doesn't allow Bank posting directly from the purchase invoice so I have to delete that line from the purchase invoice, post the invoice, then post the payment transaction manually against it or wait until bank reconciliation time to match it.

  Thanks.

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  Agent 200

  • April 02, 2015 17:39

  HI Blair, the export will not split by employee, but there are a few work arounds that enable you to do it.  For both options you will need to give each employee (or group of employees if you wish to track by department) a unique GL code in the employee profile > Payroll Details and Rules.

  Within Xero:

  Option 1: you can create those same GL codes in Xero and when the draft bill comes across you can select the proper employee GL account under the "account" column.

  Option 2: Set up a tracking category in Xero and assign each GL line to a certain employee.

  ** Note, you might need to reference your reports in Payroll for the bill you are working on in Xero.

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  briyan kelly

  • September 10, 2020 14:58

  
  Thanks for sharing the valuable information.

   

  FE

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