This guide focuses on how to configure the journal type integration for Xero. This sends credit and debit transactions to Xero's journal functionality.
Xero Journals Integration
First, you want to set the type of integration for your Xero account
- After connecting your integration, select journal entries as the type of export
- Set the Journal Description Template (refer to the FAQ)
- Save Settings
- Click Import & Sync Accounting Categories & Cost Centres
Accounting Configuration
Before you can send journals, you will need to configure the Accounting rules
- Go to the Accounting tab
- Create custom rules (See: Accounting Journal Settings and Rules)
Tip: Follow the below guide for an understanding of how to set up your Xero integration.
FAQ
How do I group the journal entries for all employees?
In the description template, use Employee Count variable instead of Employee Name. When Employee Count is used, Buddy will send a grouped journal report, totalling each accounting category.
What does the Journal Description Template do?
Apart from determining how the report is categorised (grouped vs detailed), the template determines the description of the transaction within the journal entry.
This includes a selection such as showing Pay Item Names, Account codes, and other options.
How do I choose variables for my Journal Description Template?
When typing in the template, start by inserting the @ sign. Then, you can choose variables pre-configured within Buddy, allowing you select items such as the Employee Count or Employee Name as mentioned above.