![]() Tracking codes are like cost centres and allow your chart of accounts to remain clean with no repeating groups required. You can also set up any Xero Tracking codes, additional to the chart of account codes, that you use in CloudPayroll. To get the most out of the interface, you should set up cost centres in CloudPayroll that correspond to your Xero chart of account codes. Gross payment (can be split by leave, ordinary time, allowances).These authorised Accounts Payable invoices will be created in Xero, and can be found under ‘Awaiting Payment’ ready for reconciliation: See the related articles section "Xero | Initial Integration Setup + Application Sync" for further information.Your General Ledger Postings will be automatically imported into Xero whenever you confirm a Payroll. From there, they can be assigned to the required role(s). Once the tracking category is set up in Xero, along with the tracking category option, and assigned as a payroll tracking option for time sheets, an 'application sync' can be performed which will add the tracking category to the Easy Employer cost centre code list. See the related articles section "The Organisation Structure | Cost Centre Codes" for further information.ĥ) How to import tracking categories from Xero in to Easy Employer. Tracking categories are assigned to the cost centre field in Easy Employer located on the role in the organisation structure. Cost centre reporting in Easy Employer can be used.Ĥ) What do tracking categories relate to in Easy Employer. □ Allowances are sent directly to the pay slip, not the timesheet, and because the pay slip in Xero does not allow for tracking, allowances are not tracked. ![]() Cost centre reporting in Easy Employer can be used. □ Any role rates that are sent directly to the pay slip, as the timesheet does not allow a rate override, will not be tracked. □ Any rate overrides that are sent directly to the pay slip, as the timesheet does not allow a rate override, will not be tracked. Cost centre reporting in Easy Employer can be used. □ Leave costing cannot be tracked by tracking category as leave does not go through the Xero timesheet. ![]() The category needs to be created, with the category options, then assigned as a payroll tracking option used in the timesheet.ģ) Limitations of Xero tracking categories.Īs Xero tracking categories are assigned to the timesheet and not the pay slip, the following limitations apply: Tracking categories are created in Xero following the relevant Xero guide. ![]() As per the Xero guide, "Set up tracking categories to see how different areas of your business are performing (such as departments, cost centres, or locations)."Ģ) How to create Xero tracking categories. Tracking categories can be assigned to an employee or an employee timesheet to track payroll expenses by employee groups or time sheets. The Organisation Structure | Cost Centre Codes □ VENDOR ARTICLESġ) What are Xero tracking categories and why is this important? Xero | Initial Integration Setup + Application Sync 1) What are Xero tracking categories and why is this importantĢ) How to create Xero tracking categoriesģ) Limitations of Xero tracking categoriesĤ) What do tracking categories relate to in Easy Employerĥ) How to import tracking categories from Xero in to Easy Employer ![]()
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