To connect your Xero account to RemotePass
Click on the Integrations tab under the Company Settings.
Click connect and enter your Xero credentials.
Select the entity you wish to sync your payroll and click Connect.
If you only have a single entity on Xero, the 3rd step will be skipped and you will be redirected directly to the initial setup.
Initial Setup
To Complete the initial setup:
Select the date you want the Xero sync starts. You may select in retrospective.
Optionally, you can enable auto-sync option for workers and invoices for fully automated sync. (Or you can keep it disabled and manually sync your invoices.)
Map your Xero GL Accounts with RemotePass categories and click Continue.
Map your workers with vendors defined on Xero and click Save.
If you do not have vendors defined on RemotePass, leave it as it is. RemotePass will automatically create new vendors on Xero for these workers.
Final Step: Verify Your Connection
You will be notified by an email once the initial synchronization is complete. Follow these steps accordingly:
Check Last Sync Date, Entity Name and Entity ID on the Xero Integrations Card displayed under the integrations list.
Click Review. Check Sync Status on the right top of the screen.
Click Invoices and check invoice statuses.
Login to your Xero account and verify that your workers exist under Purchases > Vendors.
Go to Purchases > Bills and verify that the amounts, GL accounts and invoice IDs on the bills match with your RemotePass transactions.
RemotePass records your bills as Awaiting Payment into Xero. Bills are not marked as paid and no payment entry is done.
FAQ
How long it takes to finalize the initial sync?
It depends on the sync date you select and the number of records to be updated. But, you will be notified once it is synced.
How does the reconciliation took place?
When you make a payment on RemotePass, each line item is attributed to your related/configured GL account according to your initial setup. You can find these invoices both under RemotePass transactions page and under each bill created on your Xero account.
I created a new worker on RemotePass. What should I do?
Nothing! RemotePass will automatically create the worker on Xero if the worker auto-sync is enabled. Once there is an invoice to be pushed for that worker. And the automatic payroll reconciliation will happen based on the contract type including contractors, EOR and DE.