Xero Integration
PurePro now supports Xero Integration. It has never been easier to sync your payroll and invoicing data with xero platform directly from PurePro.
To Setup you Xero Integration, please follow these steps:-
Setup
To connect your PurePro account with Xero organisation, follow these steps:-
Under "Integration"
Select "xero" against the "Account Integration" field
Click "Update"
Connecting PurePro with Xero
After enabling the xero integration from previous step, users can now connect their PurePro account with Xero Organisation
To connect to Xero, please follow these steps:-
Navigate to Account → Configuration
Under "Integration"
Click on "Connect to Xero"
Log Into your Xero Account
Select the "Xero Organisation" to connect with PurePro
Review the information and click "Save"
The application will navigate you back to PurePro
Updating Xero Connection
To Update a previously connected xero organisation, please follow these steps: -
Navigate to Account → Configuration
Under "Integration"
Click on "Click here to change" under "Xero"
Select the required Organisation and click outside the dialogue box to save the changes
Refresh the PurePro application
To Authorise additional "Xero Organisations", please follow these steps: -
Navigate to Account → Configuration
Under "Integration"
Click on "Click here to authorise additional organisation" under "Xero"
Select the required Organisation and click outside the dialogue box to save the changes
Refresh the PurePro application
A PurePro account can only be connected to only 1 Xero Organisation at a time.
Xero integration Framework
Before sending data from PurePro to Xero, users must ensure that the nominal codes to be used exist in both platforms and have been configured accordingly. "Nominal Codes" are denoted as "Accounts" in Xero. The VAT treatment, along with the flow of information is driven by the configuration of these "Accounts" and "Nominal Codes". Users are required to configure the "Rate" in PurePro with the appropriate matching "Nominal Code" from Xero.
Xero Integration follow certain rules, that need to be taken into consideration when sending data between 2 platforms, these are: -
Account Code = 320
Account Type = Direct Costs
Tax = No VAT
Rate Category = Expenses
Sub-Category = Other Expenses
Nominal Code = 320
Bill VAT Rate = V0
Nominal Code = 320
Type = Sales Ledger
Account = 429
Account Type = Overhead
Tax = 5% on Expenses
Rate Category = Expenses
Sub-Category = Other Expenses
Nominal Code = 429
Bill VAT Rate = V2
Nominal Code = 429
Type = Sales Ledger
Account Code = 200
Account Type = Revenue
Tax = 20% on Income
Rate Category = Timesheet
Sub-Category = NA
Nominal Code = 200
Bill VAT Rate = V1
Nominal Code = 200
Type = Sales Ledger
If Xero "Account" to be used is of type "Expense", then PurePro "Rate" needs to be setup as type "Expense". If Xero "Account" to be used if of type "Revenue", the PurePro "Rate" needs to be configured as type "Timesheet".
PurePro "Nominal Code" needs to match the Xero "Account Code" and should be of type "Sales Ledger", when integrating invoices between PurePro and Xero.
To update or create a PurePro "Rate", follow these steps: -
Navigate to Admin → Rates
Create New
or Edit an existing rate by clicking on the "Edit" button against the required rate under "Action"
To update or create a PurePro "Nominal Code", follow these steps: -
Navigate to Admin → Nominal Codes
Create New
or Edit an existing nominal code by clicking on the "Edit" button against the required nominal code under "Action"
To update or create a Xero "Account", follow these steps: -
Navigate to Accounting → Chart of Accounts
Create New
or Edit an existing account by clicking on the "Account" from the list available
If "Sales Ledger Nominal Code" is not set in the PurePro "Rate", then the invoices sent over to Xero, will use the default Xero Account "200" and VAT "20% on Revenue"
Sending Data Across to Xero
Currently, PurePro supports Journals and Invoices in Xero. This means users can send/sync "Payroll Costs Report" from PurePro to Xero as "Manual Journals" or send/sync "Sales Invoices" from PurePro to Xero as "Invoices".
Please ensure, the company specific data, like Rates, VAT code and Nominal Codes (where applicable) are setup and identical in both PurePro & Xero
To Send data across to connected xero organisation, please follow these steps: -
Navigate to Home → Control Centre
Close "Finalise Period" to finalise current payroll period
Close "Payroll Costs" task to send "Payroll Costs" from PurePro to Xero as "Manual Journals"
Close "Sales Ledger" task to send "Sales Ledger" from PurePro to Xero as "Invoices" users will need to close "Send Sales Invoices" task before closing "Sales Ledger"
Check and verify data in Xero
Users can verify the status of data sent over to Xero, through the Control Centre "Logs".
Please contact PurePro support for further guidance and help with setting up your Xero Integration with PurePro.
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