When you are syncing your OnPay and Xero account, you have the option to sync “In Detail” or “In Summary.” Below explains the differences between these options:
In Summary
Summary streamlines the transaction so only one bill from OnPay passes to Xero. With Summary, you still have the option to map your payroll wages by pay type or by the department and use tracking categories. If you do not want employee salary information to show in Xero, Summary is the option you would want to choose.
Here’s what a Summary transaction would look like in Xero. Having trouble locating your OnPay transaction in Xero? Click here for more information on where to find your transactions in Xero.
In Detail
Selecting Detail means OnPay will send a bill for each employee, Tax Sweep, and Direct Deposit Sweep. You can also easily reconcile the Tax Sweep and Direct Deposit Sweep with your bank account. This option also allows you to easily see any uncashed employee paychecks and reconcile them with your bank feed. Tracking Categories and custom mapping details will show under each employee’s bill.
Here’s what Detailed transactions would look like in Xero. Having trouble locating your OnPay transaction in Xero? Click here for more information on where to find your transactions in Xero.
