Sending Bills (Wages) From Buddy to XERO

Sending Data to XERO

Before sending any Data from Buddy to XERO, make sure you have set up your Integration Settings as desired.

Once this is complete, sending bills from Buddy to XERO can be done in a very simple procedure:

1. Go to Payroll History
2. On the Pay Period you have concluded, click the Send to XERO button
3. Once the data has been sent, a checkmark will show on the Xero ic

You should now find draft bills on XERO according to your settings. To get an idea of how these should appear, check two sample bills from How do bills appear when I click Send to XERO?

Re-sending Data after adjusting Payslips

If you had to re-open payroll and update payslips after you have already sent the data to XERO, do not worry! All you need to do is click the Xero icon from the Payroll History again, and the bills will be overwritten with the updated amounts. 

NOTE: It is advised that you do NOT delete the bills from XERO and simply Send to XERO as instructed above.