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- Connect to Xero via "Administration" > "Accounts Integration", then do the following:
- Set the Accounting Package to "Xero"
- Click "Connect to Accounting Package"
- log in to Xero and Authorize Ascora to connect to any Organization
- Set the "Organization" in Ascora and select "Save Accounting Settings"
- Setup Payroll by going to "Administration" > "Payroll Settings", then do the following:
- Set the "Payroll Package" to "Xero"
- Select "Connect To Payroll Package"
- Set the "Earnings Rate" for the Payroll Integration. Options include:
- Normal
- Time and a Half
- Double Time
- Double Time and Half
- Click "Save Payroll Settings"
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- Start by logging in to Xero (Keep Ascora open as well for your convenience)
- Find an Employee on Xero that matches your Ascora User by the First and Last Name
- On Ascora, the users are found under "Administration" -> "Users"
- On Xero, the Employees are found under "Payroll" -> "Employees"
- If a match cannot be found, add a new Employee and set the following:
- The "First Name" on Xero matches the User's "First Name" on Ascora.
- The "Last Name" on Xero matches the User's "Last Name" on Ascora.
- Set the "Date of birth" as this is required.
- Set the "Gender" on Xero as this is required.
- Set the Address under "Address search".
- Check if there exists a Xero Pay Calendar by going to "Payroll" -> "Payroll settings" and opening the "Calendars" tab.
- If there are no Pay Calendars, create a Xero Pay Calendar by clicking "Add"
- "Pay Period" can use any period type excluding "Twice Monthly". This is the only Pay Period Ascora does not support.
- The "Name" can be anything.
- The "Start Date" can use any date before "The First Payment Date" anything after will set the "First Payment Date" to the "Start Date"
- The "First Payment" Date can be any date past the "Start Date" Anything before will auto-set the "Start Date" to the First "Payment Date".
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- Open the Employee you intend to manage the payroll for under "Payroll" -> "Employees"
- For the Employee, go to the "Employment" Tab
- Set the employment type to "Employee"
- Set the "Income type"
- Set the "Employment basis"
- Set the "Start date"
- If it hasn't been set, set the "Payroll calendar" to any payroll calendar. Ascora will only get the Payroll Calendar if it has a matching Employee associated with it.
- Set the "Ordinary earnings rate"
Integrating Employee Leave Applications
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Ascora User | Xero Employee | Result |
First Name: Ascora | First Name: Ascora | The Ascora User will be displayed under the Pay Periods "Fortnightly" and "Fortnightly [Draft Payrun]". |
First Name: Ascora | First Name: Ascora | The Ascora User will be displayed under the Pay Periods "Fortnightly" and "Fortnightly [Draft Payrun]". |
To test if these works do the following:
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