Difference between revisions of "Xero System Configuration"
| Line 19: | Line 19: | ||
* Click Add Option. | * Click Add Option. | ||
* Call this option All Hours. | * Call this option All Hours. | ||
<b><<<screenshot here>>></b> | <b><<<screenshot here>>></b> | ||
* Go into your payroll settings in Xero | * Go into your payroll settings in Xero | ||
| Line 26: | Line 28: | ||
* Click in this drop menu and select Timesheets. | * Click in this drop menu and select Timesheets. | ||
* Click Save. | * Click Save. | ||
* This will now be available in Wageloch to link our timesheet data. | * This will now be available in Wageloch to link our timesheet data. | ||
==Detailed Category Creation== | ==Detailed Category Creation== | ||
Revision as of 06:39, 4 August 2023
Currently in development
Tracking Categories
Having Xero's tracking categories set up is crucial for Wageloch to be able to export timesheets through - this can be a very simple configuration to get the hours into the system, or more detailed to help with cost journalling.
If your Xero file has no tracking categories configured or existing categories have been modified since their creation, you will experience issues with exporting timesheets from Wageloch to your Xero file.
NOTE: Leave types cannot be allocated to a cost journal when using detailed tracking categories.
Basic Category Creation
This is the bare minimum configuration for a tracking category that we need for integration.
- Click on the company file name in the top left and select Settings
- Select Advanced Settings from the bottom of the screen.
- Select Tracking Categories.
- If no categories are present, click Add.
- Call this category Timesheets.
- Click Add Option.
- Call this option All Hours.
<<<screenshot here>>>
- Go into your payroll settings in Xero
- A little ways down, you'll see an option for Timesheets.
- Click in this drop menu and select Timesheets.
- Click Save.
- This will now be available in Wageloch to link our timesheet data.
Detailed Category Creation
If you're wanting to use cost journals by departments (FOH, BOH, Bar, etc.) or by job role (Job A, B, C, etc.), using detailed tracking categories will help you send through the information you require.
See more information in Departments & Roles.
- Click on the company file name in the top left and select Settings
- Select Advanced Settings from the bottom of the screen.
- Select Tracking Categories.
- If no categories are present, click Add.
- Call this category whatever you need; Job Codes, Departments, etc.
- Click Add Option.
- Give this option a name according to the category name (i.e. Jobs >> Job A, Job B, Job C or Departments >> FOH, BOH, Bar, Management.)
- Create as many options as required to meet your needs.
<<<screenshot here>>>
- Go into your payroll settings in Xero
- A little ways down, you'll see an option for Timesheets.
- Click in this drop menu and select Timesheets.
- Click Save.
- This will now be available in Wageloch to link our timesheet data.
This setup is used when we're tracking job costings in Wageloch by departments or roles.
