Xero Accounting Integration

BambooHR Payroll is excited to announce our newest accounting integration with Xero, designed to simplify the payroll-to-accounting process. This seamless integration allows BambooHR Payroll customers to effortlessly transfer Journal Entry reports to Xero, saving time, reducing errors, and ensuring accurate financial reporting.

Key Benefits:

• Eliminates Manual Data Entry: Say goodbye to tedious data entry tasks. Our newest integration allows you to directly send Journal Entry (JE) reports from BambooHR to Xero with just a few clicks.
• Increases Accuracy: Reduce errors associated with manual input, ensuring your financial data is precise and reliable.
• Saves Time: No more downloading and uploading JE reports manually. Enjoy a seamless, efficient process that frees up your time for more important tasks.

How:

• Installation: Account Owners can install the “Xero (General Ledger)” app from the Settings > Apps page in BambooHR.
• Connection: On the Settings > Payroll > Journal Entry page, Payroll Admins can connect to their Xero account using Merge authentication. Please make sure that you are also an admin in Xero when connecting your account.
• Report Mapping: Once connected, users can select an existing JE report or create a new one. They can then map their memo lines to their Xero Chart of Accounts and save the report.
• Sending Reports: After payroll has been approved and paid, users can navigate to Reports > Payroll and send their JE Report to Xero using the “Send to Xero” button. A preview of the JE report is displayed before sending, allowing users to review their data.

Experience a new level of efficiency and accuracy in your payroll-to-accounting workflow with our BambooHR to Xero integration. Simplify your processes and focus on what truly matters to your business.

As always, we love your feedback! To provide product feedback on this feature and more, head over to our product feedback page and let us know how we’re doing.