This Help Article covers;

If you have ticked "Enable timesheets syncing to Xero", you will now be presented with the option to "Sync a pay period to Xero" Payroll when you lock the Pay Period. This will sync the Pay Period's Timesheet entries for any Staff Members you have mapped to Xero Payroll.

⚠️ NOTE: this is a one-way sync and any changes made in Xero Payroll will not be reflected in Katipolt.

⚠️ NOTE: 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”

⚠️ NOTE: Because Approving Leave syncs to Xero Payroll at the time of Approving, any Leave displaying in the Pay Period is not synced to Xero Payroll at the time of Locking. If a Staff Member has taken Leave for the full Pay Period, following a Pay Period sync you may get a message saying there are no Timesheets to sync for that Staff Member.

From the Pay Period, from the SAVE options dropdown, Select "Lock period" to display the "Lock Pay Period" popup

From the "Lock Pay Period" popup, Press [LOCK AND SYNC]

💡 TIP: If you don't want to send a Pay Period's Timesheet entries to Xero, untick "Sync pay period to Xero" to display a [LOCK] only button.

⚠️ NOTE: If you run a Two-Weekly Payroll, [LOCK AND SYNC] the 2 Katipolt Pay Periods in Date Order to Sync to Xero Payroll.

⚠️ NOTE: Following the "Sync pay period to Xero" being completed, if the Staff Member does not have Xero Payroll mapping and has not synced, they will display a flag to indicate that they have not synced.