Accurate timesheeting is a must for your organisation. PX360 integrates seamlessly with Xero Payroll Calendars, allowing for quicker and easier payroll for your accounts team. Once you have Xero Payroll Calendars turned on and configured in your Xero account, you will be able to export any timesheets to Xero for Payroll.
From Resourcing on the left side menu, click the Payroll Export tab. You'll see a tab for each type of payroll calendar. From here, you can manage and export multiple types of calendars - weekly or fortnightly - depending on staff type.
Tip: PX360 syncs employees with payroll calendars every 24 hours, but it's always a good idea to click the Download Payroll Setting From Xero button prior to exporting. |
Included in this Guide:
Export Timesheets to Xero (Manually)
Timesheets must be Approved in order to export to Xero. You can do this from the Timesheet List tab, or from the Payroll Export tab prior to exporting to Xero by using the Approve - Export toggle at the top.
Any timesheet can be expanded using the arrow button to the left of the staff member's name.
Use the dropdown to select specific staff members and the arrows at the top right to change the date range.
Navigate to the appropriate payroll calendar tab, check the boxes of the timesheets for export, and click the Export Timesheets button at the top. Click Yes on the popup to confirm the export.
Export Timesheets to Xero (Automatically)
Your Payroll calendar can also be exported to Xero automatically on the final day of each pay period. If an employee's weekly calendar is Monday to Sunday, we will automatically export to Xero on Sunday night.
Note: Timesheets must be Approved in order to be automatically exported. |
From the left side menu, click the Resourcing tab and then the Cue Settings tab. Select the checkbox to Enable Auto Cue and apply the automatic export to as many calendars as needed. You can also make special selections on an employee basis if you need to manually export one or more.
Be sure to click Save Settings, and your payroll calendar will automatically export to Xero at the end of each pay period.
Uncheck any calendar box to remove that calendar from the automatic exports as needed.
Set Up and Troubleshoot Payroll Calendar
Syncing Payroll Calendars
PX360 syncs employees with their Xero payroll calendars every 24 hours. If an immediate sync is needed, head to Settings on the left side menu. Click into the Payroll tab and click Download Payroll Settings from Xero.
Click the Status toggle to turn off any calendars individually. These calendars will not be synced with Xero until turned back on. This toggle is particularly useful if using one calendar per staff member instead of one calendar per frequency.
Troubleshooting
The PX360-Xero integration is quite powerful and you'll want to make sure all the pieces are moving smoothly for your business. Here are some troubleshooting steps if you find payroll isn't exporting:
Check that the Xero payroll calendar is set up correctly
Check that the sync has occurred in PX360
Check that the PX360 user has the Xero Payroll Integration box checked in User Management Settings.
If you need to troubleshoot further, please email our team at support@px360.com.au and we would be happy to help.