Xero - Revision history

Cienna at 01:38, 2 June 2023

2023-06-02T01:38:36Z

← Older revision		Revision as of 01:38, 2 June 2023
Line 7:		Line 7:
	* Import staff		* Import staff
	* Download accrual balances.		* Download accrual balances.


	The information below is how to connect Wageloch and Xero in it's basic form.</i>		The information below is how to connect Wageloch and Xero in it's basic form.</i>

Cienna at 01:38, 2 June 2023

2023-06-02T01:38:26Z

← Older revision		Revision as of 01:38, 2 June 2023
Line 2:		Line 2:

	This article will eventually contain information about how to:		This article will eventually contain information about how to:
	* Link Wageloch to your ~~MYOB~~ file		* Link Wageloch to your Xero file
	* Setup your company file to work with Wageloch		* Setup your company file to work with Wageloch
	* Complete database mappings		* Complete database mappings

Cienna at 01:38, 2 June 2023

2023-06-02T01:38:11Z

← Older revision		Revision as of 01:38, 2 June 2023
Line 1:		Line 1:
	<i>Under development.		<i>Under development.

	This article will eventually contain information about how to ~~link~~ Wageloch ~~with~~ your ~~Xero~~ file~~, how to setup~~ your company file~~, complete~~ database mappings~~, import~~ staff ~~and download~~ accrual balances.		This article will eventually contain information about how to:
			* Link Wageloch to your MYOB file
			* Setup your company file to work with Wageloch
			* Complete database mappings
			* Import staff
			* Download accrual balances.

	The information below is how to connect Wageloch and Xero in it's basic form.</i>		The information below is how to connect Wageloch and Xero in it's basic form.</i>

Cienna at 01:35, 2 June 2023

2023-06-02T01:35:43Z

← Older revision		Revision as of 01:35, 2 June 2023
Line 1:		Line 1:
			<i>Under development.

			This article will eventually contain information about how to link Wageloch with your Xero file, how to setup your company file, complete database mappings, import staff and download accrual balances.

			The information below is how to connect Wageloch and Xero in it's basic form.</i>

	=Getting Started With Xero=		=Getting Started With Xero=
	As part of the integration process, our Wageloch implementation specialist will guide you through on how to link Wageloch into Xero.		As part of the integration process, our Wageloch implementation specialist will guide you through on how to link Wageloch into Xero.

Cienna: /* Disconnecting Wageloch from Xero */

2022-03-17T00:58:41Z

Disconnecting Wageloch from Xero

← Older revision		Revision as of 00:58, 17 March 2022
Line 35:		Line 35:
	===Disconnecting Wageloch from Xero===		===Disconnecting Wageloch from Xero===
	{\|		{\|
	\|		\|Click on the <b>Settings</b> cog in the top-right corner of WageLoch.
	\|		\|[[File:Setting.png\|options\|step 1]]
	\|-		\|-
	\|		\|Click on <b>Payroll</b> and then <b>Connection</b>.
	\|		\|[[File:Payroll Connection.png\|options\|caption]]
	\|-		\|-
	\|		\|Double-click the <b>Store name</b> in the list that you want to disconnect from Xero.
	\|		\|[[File:Demo Name.png \|options\|caption]]
	\|-		\|-
	\|		\|Click <b>unlink from Xero<b> (5)
	\|		\|[[File:Xero unlink.PNG\|options\|caption]]
	\|}		\|}
			WageLoch is now disconnected from Xero for the selected Store

Cienna: /* Getting Started With Xero */

2022-03-17T00:55:03Z

Getting Started With Xero

← Older revision		Revision as of 00:55, 17 March 2022
Line 2:		Line 2:
	As part of the integration process, our Wageloch implementation specialist will guide you through on how to link Wageloch into Xero.		As part of the integration process, our Wageloch implementation specialist will guide you through on how to link Wageloch into Xero.
	Part of this setup includes authentication and granting Wageloch access into your company file.		Part of this setup includes authentication and granting Wageloch access into your company file.

			===Linking Wageloch to Xero===
	{\|		{\|
	\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.		\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.
Line 28:		Line 30:
	\|-		\|-
	\|Congratulations! You have successfully linked WageLoch with Xero!		\|Congratulations! You have successfully linked WageLoch with Xero!
			\|
			\|}
			<br><br>
			===Disconnecting Wageloch from Xero===
			{\|
			\|
	\|		\|
	\|-		\|-
			\|
			\|
			\|-
			\|
			\|
			\|-
			\|
			\|
			\|}

Cienna: /* Getting Started With Xero */

2022-03-17T00:49:10Z

Getting Started With Xero

← Older revision		Revision as of 00:49, 17 March 2022
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	{\|		{\|
	\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.		\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.
	\|[[File:~~filename~~.~~extension~~\|options\|~~caption~~]]		\|[[File:Setting.png\|options\|Step 1]]
	\|-		\|-
	\| Click on <b>Payroll</b> and then <b>Connection</b>.		\| Click on <b>Payroll</b> and then <b>Connection</b>.
	\|[[File:~~filename~~.~~extension~~\|options\|~~caption~~]]		\|[[File:Payroll Connection.png\|options\|Step 2]]
	\|-		\|-
	\| Double-click the <b>Store name</b> in the list that you want to link to Xero.		\| Double-click the <b>Store name</b> in the list that you want to link to Xero.
	\|[[File:~~filename~~.~~extension~~\|options\|caption]]		\|[[File:Site Name.png\|options\|caption]]
	\|-		\|-
	\|Click <b>link to Xero</b>		\|Click <b>link to Xero</b>
	\|[[File:~~filename~~.~~extension~~\|options\|caption]]		\|[[File:Link to Xero.png\|options\|caption]]
	\|-		\|-
	\|<b>Login to Xero</b> in the browser window that appears.		\|<b>Login to Xero</b> in the browser window that appears.
	\|[[File:~~filename~~.~~extension~~\|options\|caption]]		\|[[File:Xerologin.png\|options\|caption]]
	\|-		\|-
	\|From the list, select the <i>Xero Organisation</i> to which you want to link the WageLoch Store. Then click <b>Allow access.</b>		\|From the list, select the <i>Xero Organisation</i> to which you want to link the WageLoch Store. Then click <b>Allow access.</b>
	\|[[File:~~filename~~.~~extension~~\|options\|caption]]		\|[[File:Xero Access.png\|options\|caption]]
	\|-		\|-
	\|Return to WageLoch and click <b>OK</b>		\|Return to WageLoch and click <b>Done</b>
	\|[[File:~~filename~~.~~extension~~\|options\|caption]]		\|[[File:Xero Link Done.png\|options\|caption]]
	\|-		\|-
	\|~~Click <b>Done</b> and then note that your~~ Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to.		\|Your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to.
	\|[[File:~~filename~~.~~extension~~\|options\|caption]]		\|[[File:Demo Name.png\|options\|caption]]
	\|-		\|-
	\|Congratulations! You have successfully linked WageLoch with Xero!		\|Congratulations! You have successfully linked WageLoch with Xero!
	\|~~[[File:filename.extension\|options\|caption]]~~		\|
	\|-		\|-

Cienna: /* Getting Started With Xero */

2022-03-17T00:39:44Z

Getting Started With Xero

← Older revision		Revision as of 00:39, 17 March 2022
Line 4:		Line 4:
	{\|		{\|
	\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.		\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\| Click on <b>Payroll</b> and then <b>Connection</b>.		\| Click on <b>Payroll</b> and then <b>Connection</b>.
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\| Double-click the <b>Store name</b> in the list that you want to link to Xero.		\| Double-click the <b>Store name</b> in the list that you want to link to Xero.
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\|Click <b>link to Xero</b>		\|Click <b>link to Xero</b>
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\|<b>Login to Xero</b> in the browser window that appears.		\|<b>Login to Xero</b> in the browser window that appears.
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\|From the list, select the <i>Xero Organisation</i> to which you want to link the WageLoch Store. Then click <b>Allow access.</b>		\|From the list, select the <i>Xero Organisation</i> to which you want to link the WageLoch Store. Then click <b>Allow access.</b>
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\|Return to WageLoch and click <b>OK</b>		\|Return to WageLoch and click <b>OK</b>
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\|Click <b>Done</b> and then note that your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to.		\|Click <b>Done</b> and then note that your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to.
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-
	\|Congratulations! You have successfully linked WageLoch with Xero!		\|Congratulations! You have successfully linked WageLoch with Xero!
	\|		\|[[File:filename.extension\|options\|caption]]
	\|-		\|-

Cienna: /* Getting Started With Xero */

2022-03-16T23:51:52Z

Getting Started With Xero

← Older revision		Revision as of 23:51, 16 March 2022
Line 4:		Line 4:
	{\|		{\|
	\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.		\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.
			\|
			\|-
	\| Click on <b>Payroll</b> and then <b>Connection</b>.		\| Click on <b>Payroll</b> and then <b>Connection</b>.
			\|
			\|-
	\| Double-click the <b>Store name</b> in the list that you want to link to Xero.		\| Double-click the <b>Store name</b> in the list that you want to link to Xero.
	\| ~~Click <b>link to Xero</b>.~~		\|
	~~\| <b>Login to Xero</b> in the browser window that appears.~~
	~~\| From the list, select the <i>Xero Organisation</i> to which you want to link the WageLoch Store. Then click <b>Allow access.</b>~~
	~~\| Return to WageLoch and click <b>OK</b>~~
	~~\| Click <b>Done</b> and then note that your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to.~~
	~~\| Congratulations! You have successfully linked WageLoch with Xero!~~
	\|-		\|-
	\|~~Orange~~		\|Click <b>link to Xero</b>
	~~\|Apple~~
	\|		\|
			\|-
			\|<b>Login to Xero</b> in the browser window that appears.
	\|		\|
			\|-
			\|From the list, select the <i>Xero Organisation</i> to which you want to link the WageLoch Store. Then click <b>Allow access.</b>
	\|		\|
			\|-
			\|Return to WageLoch and click <b>OK</b>
	\|		\|
			\|-
			\|Click <b>Done</b> and then note that your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to.
	\|		\|
			\|-
			\|Congratulations! You have successfully linked WageLoch with Xero!
	\|		\|
	\|		\|-
	\|}

Cienna: /* Getting Started With Xero */

2022-03-16T23:48:30Z

Getting Started With Xero

← Older revision		Revision as of 23:48, 16 March 2022
Line 2:		Line 2:
	As part of the integration process, our Wageloch implementation specialist will guide you through on how to link Wageloch into Xero.		As part of the integration process, our Wageloch implementation specialist will guide you through on how to link Wageloch into Xero.
	Part of this setup includes authentication and granting Wageloch access into your company file.		Part of this setup includes authentication and granting Wageloch access into your company file.
			{\|
	* Click on the ~~settings~~ cog ~~(1)~~ in the top-right corner of WageLoch		\| Click on the <b>Settings</b> cog in the top-right corner of WageLoch.
			\| Click on <b>Payroll</b> and then <b>Connection</b>.
	* Click on "Payroll~~" (2)~~ and then "Connection~~" (3)~~		\| Double-click the <b>Store name</b> in the list that you want to link to Xero.
			\| Click <b>link to Xero</b>.
	* Double-click the Store name in the list ~~(4)~~ that you want to link to Xero		\| <b>Login to Xero</b> in the browser window that appears.
			\| From the list, select the <i>Xero Organisation</i> to which you want to link the WageLoch Store. Then click <b>Allow access.</b>
	* Click "link to Xero~~" (5)~~		\| Return to WageLoch and click <b>OK</b>
			\| Click <b>Done</b> and then note that your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to.
	* Login to Xero in the browser window that appears		\| Congratulations! You have successfully linked WageLoch with Xero!
			\|-
	* From the list ~~(6)~~, select the Xero Organisation to which you want to link the WageLoch Store. Then click "Allow access~~" (7)~~		\|Orange
			\|Apple
	* Return to WageLoch and click "OK~~" (8)~~		\|
			\|
	* Click ~~"DONE"~~ and then note that your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to ~~(9)~~		\|
			\|
	* Congratulations! You have successfully linked WageLoch with Xero!		\|
			\|
			\|
			\|}