Export leave to Xero

This article explains how to use RosterElf’s integration with Xero to streamline leave processing for employees. Through this integration, you can manage leave directly within RosterElf, syncing data seamlessly with Xero to ensure accurate payroll records. This guide walks you through each step, from accessing payroll settings to finalising leave processing in Xero, saving time on payroll tasks and simplifying leave tracking.

In this section, you will learn how to access the payroll area in RosterElf, which is essential for processing employee leave. Setting up payroll correctly ensures accurate leave management and smooth integration with Xero.

1.1.1 Click on Payroll from the top menu in RosterElf to open the payroll dashboard.

1.1.2 Look for a warning in the bottom right corner indicating an employee is on leave.

1.1.3 Click the warning to review leave details and proceed with processing.

Here, you’ll select the type of leave and input specific details, such as duration and units. Proper entry ensures correct processing of leave for each employee.

2.1.1 Choose the leave type (e.g., annual leave, sick leave).
2.1.2 Enter the units (hours) for the leave period.

This section guides you through finalising leave processing by sending leave details to Xero. This ensures accurate payroll records reflect employee leave.

3.1.1 Click on Send to Xero to sync the leave entry with your Xero payroll records for accurate processing.

This section provides an alternative method to approve and send leave details to Xero from the main RosterElf dashboard.

4.1.1 Go to the main screen of RosterElf (dashboard).
4.1.2 In the Leave Request Widget, select the leave to approve.

4.1.3 At the bottom right of the pop-up, click Approve. Ensure the type of leave is correct, and amend if necessary.

4.1.4 Follow the prompts to complete approval.

4.2.1 Select Leave Type for Xero and the number of units (e.g., hours).
4.2.2 Click on Send to Xero to finalise the process.

4.3.1 In the Leave Request Widget, select Archived.

4.3.2 Choose the leave you want to send to Xero.
4.3.3 Select Leave Type for Xero and units (e.g., hours).
4.3.4 Click on Send to Xero to sync the archived leave entry.

This section offers best practices for enhancing accuracy when processing leave. Following these tips will help minimise errors and ensure reliable payroll records.

5.1.1 Verify all leave types and units to avoid payroll discrepancies.
5.1.2 Regularly check notifications to stay updated on staff leave statuses.