With Xero, you can track and pay bills, as well as get a clear overview of accounts payable and cash flow. Once you've set up the Xero app integration, OnPay will sync your payroll data to Xero each time you process a pay run.
There may be times where you need to send, or resend a pay run to Xero. This may be because of a cancelled or corrected pay run, or an interruption in internet service. We'll show you how to send pay run data to Xero.
Exporting the pay run
Click Company, then App Directory.
Click My Apps, then click Xero.
Don't see Xero in My Apps?
If the Xero app integration hasn't been set up, or has been disconnected, then it won't be listed under "My Apps". If this is the case, you'll need to select the app from the "Accounting" section of the App Directory, and set up the integration, before you can send pay run data from OnPay to Xero.
Viewing and sending pay runs to Xero
Once the integration is set up, OnPay will automatically send pay run data to Xero each time you process payroll. However, if you've processed pay runs in OnPay before setting up this Xero integration, you may want to send these pay runs to Xero so they're included in your general ledger.
Click Pay Runs to view a list of completed runs.
Pay runs that display a green "Sent Successfully" label have already been synced to Xero. Click Send for each pay run that you need to export to Xero.
It may take a few moments to complete this data export, but you don't need to wait before sending additional pay runs to Xero.
Once a pay run displays the green "Sent Successfully" label, you can find these transactions in Xero.
Click Close to return to the Xero integration settings page.
Approving the payroll data in Xero
There are three ways you can export a pay run to Xero:
- Draft Bills
- Awaiting Payment
- Approved and Paid
If you've chosen to export pay runs to Draft Bills, you can view your run data in your Xero Dashboard under "Bills you need to pay".
To approve these transactions, click Draft bills.
Select the run(s) and click Approve.
Where to find your pay run data in Xero
If you're exporting to Awaiting Payment, or Approved and Paid, run data will appear under "Awaiting Payment", or "Paid", respectively. We'll show you where to find your OnPay transactions in Xero→
v7.24