A few steps ahead of your integration with Xero follow these steps to make your Xero and PaymentEvolution connection go much smoother.
In order to properly map your accounts, you will need to set up a few accounts within Xero. Here’s how:

  • Sign in to your Xero account
  • Go To Settings- Chart of Accounts
  • Click “+ Add account”

  • You will need to create at least 3 Liability/Expense accounts if you want to lump your taxes as a total. If you prefer to break them up you will need to create accounts for each tax you want separate.
  • For the example here we will lump them together. We are also using GIFI codes for our code numbers, but you can use any code you choose. NOTE: Business Plan accounts will only accept numeric codes when mapping.
  • Create the following:
  1. ACCOUNT TYPE: Liability
    NAME: Withholding Taxes Payable (for example)
    *This is for your taxes payable

  2. ACCOUNT TYPE: Expense
    NAME: Employer's portion of employee benefits (for example)
    *This is for your amounts paid for company portions of CPP/EI/QPP/QPIP etc.

  1. ACCOUNT TYPE: Expense
    NAME: Wages and Salaries (for example)
    *This is for the wages you pay to your employees

  2. Optionally, you can create the following as well:
    Liability - Payroll Clearing
    Liability / Expense - CPP-EI
    Liability / Expense - Income Taxes
    Any benefits / deductions or employee specific accounts you want to track separately.

Next: you will need to set any special accounts/rules you want in Payroll to pull through to your GL in Xero. You will need to set these up in PaymentEvolution prior to mapping your Xero. These could include custom pay rules (Benefits/deductions) or special employee GL codes within the employee settings.
After you have created all your accounts within Xero and all your additional GL codes (for employees or pay rules) within PaymentEvolution, please follow the steps in this GUIDE to properly map your accounts, and send payroll info to Xero.

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