This Help Article covers;

⚠️ NOTE: To connect Katipolt to Xero Payroll you need to have a Xero API Connection, for more information on this see the Help Article "Connected Apps - Xero (first connection)"

Following the connection to Xero, from the CONNECTED APP: XERO (XXXX) Window's Details Top Tab, Scroll to the bottom to the "Xero Payroll Settings" Section, then Tick "Enable leave syncing to Xero" and/or "Enable timesheets syncing to Xero" to display the Payroll Top Tab

💡 TIP: "Enable leave syncing to Xero" exports Leave Requests to Xero Payroll when Approved in Katipolt.

💡 TIP: "Enable timesheets syncing to Xero" displays an option to sync a pay period's Timesheet entries to Xero when locking the Pay Period.

💡 TIP: You can Sync Pay Periods to Xero with all Xero’s “Earning Categories” for a Staff Member aggregated together as one Line for the Pay Period. When setting up the Xero Payroll Settings, Tick “Create a single timesheet entry in Xero per employee/code and day”

1. From the CONNECTED APP: XERO (XXXX) Window, Press the Payroll Top Tab to display the "Staff Mapping" Expandable Section

2. From the "Staff Mapping" Expandable Section, work down the "Katipolt Staff Member" List, Pressing the "Xero Employee" dropdown options icon of the line to display a list of the Xero Employees, then Select a "Xero Employee" to map to a "Katipolt Staff Member"

3. When finished, Press [SAVE] to map

⚠️ NOTE: Following the first connection, further Staff added to Katipolt will need to also be entered into Xero Payroll to provide a Xero Employee to map to, then be mapped to the Xero Employee.

1. From the CONNECTED APP: XERO (XXXX) Window, Press the Payroll Top Tab to display the "Timesheet Code Mapping" Expandable Section

2. From the "Timesheet Code Mapping" Expandable Section, work down the "Description" List, Pressing the "Xero Code" dropdown options icon of the line to display a list of the Xero Codes, then Select a "Xero Code" to map to a Katipolt "Description"

3. When finished, Press [SAVE] to map

⚠️ NOTE: Following the first connection, further Timesheet Codes added to Katipolt will need to also be entered into Xero Payroll to provide a Xero Code to map to, then be mapped to the Xero Timesheet Code.

Syncing a Pay Period to Xero Payroll is done from Katipolt's "Pay Periods" Side Tab, for more information on this see Help Article "Timesheets - Pay Period (Export to Xero Payroll)"