Difference between revisions of "Xero"
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<i>Under development. | |||
This article will eventually contain information about how to: | |||
* Link Wageloch to your Xero 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> | |||
=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. | ||
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. | ||
| | |[[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: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:Site Name.png|options|caption]] | ||
|- | |- | ||
|Click <b>link to Xero</b> | |Click <b>link to Xero</b> | ||
| | |[[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: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:Xero Access.png|options|caption]] | ||
|- | |- | ||
|Return to WageLoch and click <b> | |Return to WageLoch and click <b>Done</b> | ||
| | |[[File:Xero Link Done.png|options|caption]] | ||
|- | |- | ||
| | |Your Xero Organisation name now appears in WageLoch next to the WageLoch Store you have linked it to. | ||
| | |[[File:Demo Name.png|options|caption]] | ||
|- | |- | ||
|Congratulations! You have successfully linked WageLoch with Xero! | |Congratulations! You have successfully linked WageLoch with Xero! | ||
| | | | ||
|} | |||
<br><br> | |||
===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 | |||
Latest revision as of 01:38, 2 June 2023
Under development.
This article will eventually contain information about how to:
- Link Wageloch to your Xero 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.
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. Part of this setup includes authentication and granting Wageloch access into your company file.
Linking Wageloch to Xero
| Click on the Settings cog in the top-right corner of WageLoch. | 
|
| Click on Payroll and then Connection. | 
|
| Double-click the Store name in the list that you want to link to Xero. | 
|
| Click link to Xero | 
|
| Login to Xero in the browser window that appears. | 
|
| From the list, select the Xero Organisation to which you want to link the WageLoch Store. Then click Allow access. | 
|
| Return to WageLoch and click Done | 
|
| 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! |
Disconnecting Wageloch from Xero
| Click on the Settings cog in the top-right corner of WageLoch. |
|
| Click on Payroll and then Connection. |
|
| Double-click the Store name in the list that you want to disconnect from Xero. |
|
| Click unlink from Xero (5) | 
|
WageLoch is now disconnected from Xero for the selected Store
