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    Agent 103

    Please see https://help.paymentevolution.com/hc/en-us/articles/360052006812

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    Blair Collins

    Is it possible to have the purchase invoice posted to Xero split by employee per line item or have a way to set the Tracking Category of Xero for each employee?  We charge the employees to different Tracking Categories/Practice so that we can calculate the gross margin on implementation services vs custom programming, etc.

    Also Xero doesn't allow Bank posting directly from the purchase invoice so I have to delete that line from the purchase invoice, post the invoice, then post the payment transaction manually against it or wait until bank reconciliation time to match it.

    Thanks.

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    Agent 200

    HI Blair, the export will not split by employee, but there are a few work arounds that enable you to do it.  For both options you will need to give each employee (or group of employees if you wish to track by department) a unique GL code in the employee profile > Payroll Details and Rules.

    Within Xero:

    Option 1: you can create those same GL codes in Xero and when the draft bill comes across you can select the proper employee GL account under the "account" column.

    Option 2: Set up a tracking category in Xero and assign each GL line to a certain employee.

    ** Note, you might need to reference your reports in Payroll for the bill you are working on in Xero.

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    briyan kelly


    Thanks for sharing the valuable information.

     

    FE

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