Difference between revisions of "Xero: Completing Payroll"

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If you've made it to this article, you've likely passed through previous articles for [[Linking Wageloch with Xero]], [[Xero System Configuration]], [[Xero Payroll Mappings]] and [[Import from Xero]]. If you've configured and connected your Xero file correctly, fingers cross
Great work on making it this far!
Exporting your timesheets from Wageloch to Xero and processing pays is a breeze!


What we'll be tackling in this article is some of the most common error messages you might receive when processing payroll, and how to fix them easily without needing to contact Helpdesk.
We'll be starting this guide from the <b>Wageloch Timesheet Pre-Submit</b> summary screen and finish in <b>Xero</b> on the <b>Pay Employees</b> window.
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<span style="font-size: 24px; color: red;"><b>IMPORTANT:</b></span><span style="font-size: 18px;"> If you have <u>any</u> issues when exporting your timesheets to Xero, please <b>[https://wageloch.com.au/contact contact our Helpdesk]</b> <b>immediately</b> for support.</span>
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=Wageloch Site direct to Xero=
==Checking your Pre-Submit Summary==


As usual though, if you cannot find the error message in this list, please '''<b>[https://wageloch.com.au/contact Helpdesk]</b>'''
* Log into Wageloch and open your current timesheet
* Ensure all your timesheet days are finalized with a green tick
* Click the Pre-Submit button, bottom right.


=Preventative Measures=
* In your Pre-Submit Summary, this will display all staff and summarize their hours worked for the pay period.
In Wageloch, there are a few tools that we can enable to help identify the source of the problem.


These tools are found through the following steps:
* Total Hours:
* Total Worked:
* Manual Columns:
* All other columns:


* Click the <b>Settings</b> cog, top right.
==Exporting to Xero==
* From the menu, hover over <b>Payroll and select Payroll Connection</b>.
* In the <b>Options</b> section, you will see the following functions:


* After checking your timesheet data thoroughly, click the Submit button (top right)
**


* Process one employee at a time
* Export timesheets to Xero as
* Update Rates in Xero / Do not update rates in Xero


=Wageloch Errors=
=Wageloch Central to Xero=
The few errors listed below are problems that need to be resolved in Wageloch prior to being attempting your timesheet export again.
==Please link to company file==


==Authentication Unsuccessful==
* Your sites will submit their timesheets to you in Wageloch via the central payroll location.
* Timesheets will appear in the Ready to Process field
* Select the sites to export
* Click the Export to Payroll button


==Mapping not found==
=Viewing Xero Timesheet Data and Leave=


==Invalid EmployeeID==
=Pay Employees=


==Tracking ID has not been set==
=Receiving Errors?=
 
[[File:Xero-ts.png|link=Xero Payroll Troubleshooting]]
 
 
=Xero Import Errors=
 
==Staff Card==
===Employee doesn't have an ordinary earnings rate===
 
===Pay Calendar===
 
==Timesheets==
===Timesheet is not a Draft timesheet===
 
==Pay Items/Entitlements==
===Could not find Earnings Rate===
 
===Earnings Rate does not exist or is not valid for timesheets===
 
==Leave==
==Unable to create leave request==
==The Start Date for leave application cannot be before Employee's Start Date==
 
 
==Tracking Categories==
==Could not find Tracking ID==
 
 
 
 
 
=Other Payroll Issues=
Error messages aside, there can be other problems that may arise in less obvious ways.
 
More often than not you may find it easier to '''<b>[https://wageloch.com.au/contact Helpdesk]</b>''' for a quick resolution, but everyone loves working things out themselves!
 
==Hourly rate not showing in Xero pay run==
 
==Employee didn't appear in Xero timesheets==
 
==Hours appeared in Xero, but in the incorrect pay item==
 
==No leave has exported from Wageloch to Xero==

Latest revision as of 07:07, 4 December 2024

Great work on making it this far! Exporting your timesheets from Wageloch to Xero and processing pays is a breeze!

We'll be starting this guide from the Wageloch Timesheet Pre-Submit summary screen and finish in Xero on the Pay Employees window.

IMPORTANT: If you have any issues when exporting your timesheets to Xero, please contact our Helpdesk immediately for support.

Wageloch Site direct to Xero

Checking your Pre-Submit Summary

  • Log into Wageloch and open your current timesheet
  • Ensure all your timesheet days are finalized with a green tick
  • Click the Pre-Submit button, bottom right.
  • In your Pre-Submit Summary, this will display all staff and summarize their hours worked for the pay period.
  • Total Hours:
  • Total Worked:
  • Manual Columns:
  • All other columns:

Exporting to Xero

  • After checking your timesheet data thoroughly, click the Submit button (top right)


Wageloch Central to Xero

  • Your sites will submit their timesheets to you in Wageloch via the central payroll location.
  • Timesheets will appear in the Ready to Process field
  • Select the sites to export
  • Click the Export to Payroll button

Viewing Xero Timesheet Data and Leave

Pay Employees

Receiving Errors?

Xero-ts.png

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