Integrating Payroll with Xero

Setting up this integration with OWNA's Payroll Module allows you to import your chart of accounts and employee details from Xero, as well as export your payroll summaries back to Xero as a Journal entry.

1. Go to 💻 HR/Payroll > Manage Payroll > Payroll Settings
2. Right-click on the 'Integrations' link and select 'Open link in new tab'
3. Go to 'Xero' and click 'Add'
4. Click the 'Connect to Xero' button - You will then be transferred to the Xero website in order to choose an organisation and go through the Xero authorisation process to enable access to your data

To continue using Xero as the accounting system for your payroll data, you’ll need to complete a couple more steps:

1. Once you are connected, you need to select the business to which you want to send your payroll journal (if there are multiple businesses).
2. Then you need to choose whether you want to export your pay run data as a manual journal or accounts payable invoice.
• You can specify if you would like either of these options to be posted as a draft journal. 
3. Once you have configured your pay run option, the next step is to set up your chart of accounts by going to the payroll settings tab on the payroll dashboard, click on 'Chart of accounts' under the business settings heading.

1. Go to 💻 HR/Payroll > Manage Payroll > Payroll Settings > Chart of Accounts
2. Select the 'import accounts' button - As you are already connected to Xero, a list of accounts will show, and you can then enable the accounts that you would like to use in the chart of accounts mapping. 
3. You can enable the required accounts by clicking on the toggle button.
4. Click the 'Save' button at the bottom of the page to save the configuration. 

Once you have imported and saved the required Xero accounts, you can map them within the Chart of Accounts page. 

• This article details the mapping process

When you map your default general ledger (GL) accounts, you'll notice an option to "Split by location." This allows you to write a transaction line per location to the journal for the same account. This is particularly useful if you're using locations, classes, or tracking categories within Xero. 

• Learn how to set up a tracking category in this article