This knowledge base article provides step-by-step instructions on setting up the integration between SprintSuite and Xero. By following these guidelines, you can seamlessly connect the two systems for streamlined payroll management.
To begin the setup process, navigate to Settings and click on Billable Companies>Integrations. Then, click on Xero Settings, to assign your shift types and staff to SprintSuite.
Tick the box if you only want approved timesheets to be sent to Xero.Once ticked, you will see a pop-up indicating that it was successful.
Click on the shift types tab to ensure that Non-Producing Types are correctly assigned to an earning rate. After you've chosen your earning rate from the drop-down menu, click on Link Non-Producing Times. When it is successfully linked, you will receive a pop-up notification.
Correlate the shift types you created in Settings to your Xero earning rates. If you still need to create shift types in SprintSuite, please click here. Click on the box next to the name of the shift type, then on actions and link earning rates.
Choose the pay rate that corresponds to your shift type.
Then, when the Link all Xero earning rates is successful, a pop-up will display.
Once completed, all of your shift types will be linked under the linked status. To unlink, click the red link symbol.
To connect your Xero staff to SprintSuite, go to the Staff tab. To bulk sync all of your employees to SprintSuite, select Sync with Xero.
Alternatively, you can sync your staff members individually by clicking on the box next to their name, then clicking on actions and linking Xero Employees. You can also choose not to connect to Xero or adjust payroll calendars from here. When you edit your staff payroll calendars in Xero, be sure you update it in SprintSuite by clicking on the box next to their name and then update payroll calendars.
Search for your employees, then select Link all Xero employees.
When the status reads "Synced," your staff has been successfully linked.Click on the red link symbol to unlink.
You can also filter by synced staff or staff that still needs attention by clicking on the filter drop down. You can also search by staff to check there status.
To send timesheets to Xero click on Staff Times in the main menu then navigate to Pay Runs. Click Push To Xero for the pay run dates you wish to finalise. Once the sync is complete, the system will highlight any issues that needs to be rectified. To rectify these issues, click on the needs attention icon. Last step is to log into Xero and pay your employees.