Import from Xero

Importing Accrual Balances

While you can manually maintain accrual balances by individually entering the balances on everyone's staff cards, wouldn't you rather import them all at the same time? Fantastic news - you can!

• Click on the Settings cog (top right)
• From the menu select Staff >> Import >> Accrual Balances

• Your Format will always be Xero.
• Click Download Accruals.
• This process links to your Xero company file and downloads any available accrual balances.

• For each employee you would typically see two rows: Annual Leave and Personal Leave.
  • The Current Balance column is what is currently in Wageloch
  • The New Balance column is what is in Xero.
• You can select all staff to import all balances or use tick boxes to pick and choose.
• Click Import Accruals.

• Check and confirm the prompt of how many staff to update.
• Your update should now be complete!