Difference between revisions of "Xero"
From Wageloch Wiki
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! | |||
| | | | ||
| | |- | ||
Revision as of 23:51, 16 March 2022
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.
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 OK | |
Click Done 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! |