Xero Billing

Xero Billing

Terminologies

  1. Xero is a simple accounting package for SME organisations and offers an easy to use cloud financial package. This integration currently integrates to the Xero Payroll where we send across basic time worked for each payroll category for an employee in a period. This integration does not include any award interpretation capabilities and the responsibility for award interpretation and payroll accuracy is that of the organisation which uses this integration.

Initial Set Up

Users should have their Xero accounts ready before setting it up on the management portal.
Once you have the Xero account ready on your end, go to the management portal. Choose Settings, and click on Integrations.

You should be able to see Xero Billing on the list of integrations.  Click on the button with a label, Link My Account. 




A new tab should open which is the login page of Xero.

Connect your Xero Account. Follow the process instructed by Xero. 

After a successful linking process, you should be able to be redirected to the page on the portal which says, “Linking Success. Xero Billing Integration successfully linked to this organization!”


To be able to go back to the page, click on the button, GO BACK TO INTEGRATION PAGE.

Once you have gone back to the Integrations Page, you should be able to see the Xero listed with a status Pending Activation. There are now two available buttons at the bottom. The button at the left should be able to disconnect your account. The right button should be able to allow you to set up  Xero Billing.


Set Up Xero Billing

To proceed, click on the button, set up Xero Billing. A dialog will prompt which should be able to see a list of supported countries and currencies, as well as the tax rates.

Changing the supported countries by selecting from the list of countries should automatically be saved.


The supported currencies are based on ISO 4217 Currency Codes. There is also an option to add currency. If you want to add a currency, select from the supported currencies. After confirming your change, click on the ADD CURRENCY button. Your changes should now be saved. 

NOTE: Deletion of already added supported currencies are not allowed.


For the tax rates, only supported and non-system tax rates are editable. Only the name and tax rate can be changed.  

For Australia, tax types of EXEMPTOUTPUT and OUTPUT are the ones that are editable. System-defined tax types like GSTONIMPORTS and EXEMPTEXPENSES are not editable. The unsupported ones will be displayed in italic.

Tax Rate names can also be ordered alphabetically by clicking on the column, Name. The arrow icon will indicate if it is in ascending or descending order.

GST Free Income has a constant value of zero tax (equivalent to GST FREE).

Click on SAVE to confirm your changes. After the update, the updated values should be displayed.


Once you have finished setting up, click on the button, SET UP FINISHED.



A success message will appear, Xero Billing Set up successfully finished. This will indicate that you have already finished setting up Xero in your organization.

Disconnecting Xero Account

Click on the button labeled with DISCONNECT MY ACCOUNT.
A dialog will appear which should ask you to confirm your disconnection. If you want to proceed choose YES, and if you do not want to continue, choose NO.



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