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Integrations
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Learn how integrating Payboy with Xero Works!

About Xero

Xero is a cloud-based accounting software that helps small businesses and startups manage their finances. It offers features such as invoicing, bookkeeping, expense tracking, and bank reconciliation. Xero also allows businesses to connect with their customers and suppliers through its online platform.

Benefits of using xero:
  • Xero is easy to use and can be accessed from any device with an internet connection.
  • Xero offers a range of features that can save businesses time and money.
  • Xero is highly scalable, so it can grow with businesses as they expand.
  • Xero provides businesses with real-time visibility into their finances, which can help them make better decisions.

 

If you're looking for a comprehensive and user-friendly accounting solution, xero is definitely worth considering.

Benefits of Payboy x Xero Integration

  1. Instant sync

Payroll and claims data on Payboy are synced effortlessly with a simple click and appear directly in Xero's "bills to pay", saving you time on unnecessary data re-entry and avoiding human error.

 
  1. Accurate mapping

Pay items and claim types in Payboy can be mapped to the relevant accounts in Xero's chart of accounts, allowing you to generate accurate financial reporting with ease.

 
  1. Seamless reconciliation

With the instant sync, you will have the detailed list of payees on Xero further broken down by your employees' preferred payment mode (GIRO, cash and cheque), enabling seamless reconciliation of your accounts.

Here's what our clients say

  • More organisation in our HR matters which means more clarity, more employee welfare, more retention, and more productivity!
    HO CHANG JUN
    Founder
    Gram Pte Ltd
  • Using Payboy saves me hours each month having to manually track payroll. It's easy to use, my staff rave about it and it's one of those things you never knew you needed until you start using it. Then you can't live without it after.
    EUGENE CHENG
    Partner
    Highspark
  • For an SME like us, where we don’t have the luxury of hiring a headcount just for payroll, the time saved from doing manual CPF calculations alone is worth great value.
    JAYDEN SOH
    Director
    Motionsauce Pte Ltd
More organisation in our HR matters which means more clarity, more employee welfare, more retention, and more productivity!
Using Payboy saves me hours each month having to manually track payroll. It's easy to use, my staff rave about it and it's one of those things you never knew you needed until you start using it. Then you can't live without it after.
For an SME like us, where we don’t have the luxury of hiring a headcount just for payroll, the time saved from doing manual CPF calculations alone is worth great value.
HO CHANG JUN
Founder
Gram Pte Ltd
EUGENE CHENG
Partner
Highspark
JAYDEN SOH
Director
Motionsauce Pte Ltd

How to set up Payboy x Xero integration

Step 1: Link your Xero account to Payboy account

- Log into Payboy and click on Settings > integration on the sidebar

- Click on "Connect to Xero" and you will be redirected to the Xero login page to select the correct entity that you would like to link to

- Click "Allow Access" and you will be redirected to your Payboy account

 
Step 2: Set up mapping for the data under Xero settings

Select your preferred options for the data sync:

  • Bill Status: The status of the bill when sent to Xero
  • Bill Type: Bill information sent to Xero can be grouped by employees or pay items
  • Account Mapping: The claim types and pay items in Payboy can be mapped to the relevant accounts in Xero's chart of account
 
Step 3: Generate Payroll

Find out how you can generate payroll using Payboy HR software.

 
Step 4: Sync to Xero

Click the Xero sync button at the bottom right corner of the payroll page. Status will change from "Processing" to "Complete" once sync is completed.

 
Step 5: Check your Xero account

On your Xero account, head over to "Bills to pay" and you will find that the pay and claim items are further broken down by GIRO batches, individual cash and cheque payments.

 

For a detailed visual guide, you can refer to our support page "How do I set up Xero Integration?"

Otherwise, feel free to reach out to our friendly support team if you need help with the integration!

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