Integrating Buddy with XERO

What is Xero?

XERO is a third-party accounting system which you might use for instant visibility of your financial position. If you already use XERO, you can connect it to Buddy to sync payroll-related data.

Integrating Buddy with Xero

To integrate Buddy with XERO:

1. Go to Buddy's Company Settings
2. Click on the Integrations tab. 
3. From there, click  the Connect next to Xero for a Journals Integration, or Legacy for Bills integration.
   
   
   
4. This will open an authorisation page on your Xero account. Select the Xero Organisation with which you want to connect and confirm. 

Xero (Journals) Integration

See the following video on how to connect to Xero journals and start setting up the integration settings:

For further reference of Accounting rules, see: Accounting Journal Settings and Rules

Journal Description Template

The description template determines if your journal will be sent as a grouped report or detailed report (separate lines for each employee).

Use Employee Count variable (by writing @ Employee Count) to use a grouped report.
Use Employee Name to send individualised data with employee names in the description for more detail.

You can use other variables (like Role) based on your preference.