Step 1: Select "Features" from the main menu.
Step 2: Select "Accounting" and click on "Upgrade Plan"
Note: If you have upgraded the plan check Step 5
Step 3: You will be re-directed to the Subscription "Plans" section
Step 4: You get a pop-up stating "Upgrading to Standard payroll from basic payroll", click on confirm
Step 5: Click on "Connect" to connect your Xero Account
This will redirect you to the Xero Accounting login page.
Step 6: You will then be redirected to the "Xero" website in order to choose an organization and go through the Xero authorization process to enable access to your data
Step 7: In Order to continue using Xero as the accounting system for your payroll data, you'll need to complete a couple more steps.
Firstly, Choose whether you want to export your pay run data as a manual journal or accounts payable invoice
If you choose to export your data as a manual journal, you can also specify whether or not it is posted as a draft journal.
Once you configured your payrun option, the next step is to set up your chart of accounts going through the "Chart of Accounts" tab under the "Settings" heading.
If you have any questions or feedback, please email us at support@payroo.com.au.