Requirements to use Xero with Synnch
Payroll enabled and setup
Expense data entered for the current financial year.
To use cost tracking you will need at least one project setup in Synnch
The user setting up the account needs to have Consultant or Claimant Admin Permissions
Only users with Claimant Admins permissions will be able to see financial data.
You get an error saying there is no
Your Xero file will require you to have Payroll turned on
You must have your payroll setup with templates and at least one pay run for current financial.
Employees will either need an annual salary or base rate entered on their profile.
There is a requirement for at least one pay run in the current financial period.
You get an error saying you have no Expense data.
For the current financial period you will need at least one entry against an expense GL in Xero
If you get stuck and get an error, click the Blue Xero button on the top right of your account, you will see any communication that has happened between Synnch and Xero on your account.
Click Show errors
If you can work out the issue based on the error message that’s great.
If you get stuck, please contact us using the Chat function on the bottom left.
If a customer service person is available, we will troubleshoot the problem with you and if required escalate to our technical support team
If it is out of hours, you will be promoted to submit a ticket and we will get back to you as soon as possible.