Overview
Talexio Payroll integrates directly with Xero to streamline your accounting workflow. Once linked, you can map specific payroll components to your Xero chart of accounts, track department costs, and export payroll totals directly into Xero as draft manual journals for seamless review and posting.
Permissions
To configure and manage the Xero integration, users require access to Client Settings and Integrations within Talexio, alongside valid admin credentials for the target Xero organisation.
To enable this feature for your account, please contact us at support@talexio.com, and we will enable it for you.
Enabling and Connecting Xero
- Go to Client Settings and switch on the Xero integration setting.
- Navigate to Integrations from the settings menu.
- Click Connect to Xero to open the Xero login screen.
- Log in with your Xero credentials and select the organisation you wish to link.
- After authorizing the connection, you will be automatically redirected back to Talexio to finish setting up.
Account Mapping & Setup
Once redirected to Talexio, select the relevant Business Unit, connected Xero Organisation, and primary Suspense Account. Configure your mapping rules using the options below:
- Component Mapping: Link specific payroll amounts from individual cost centres (e.g., Gross Pay, Overtime, SSC) to designated debit or credit accounts in Xero.
- Grouped Unmapped Amounts: If only certain components are mapped, all remaining unmapped payroll components will be grouped automatically into a single total.
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Adding Mappings: Click Add line to add additional payroll components to the mapping list, and click Save mapping once complete.
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Departmental Tracking: Assign tracking categories from your Xero organisation to individual departments within the chosen Business Unit.
Synchronising Payroll Data
- Open the Talexio Payroll module and locate the finalized payroll.
- Click the 3-dot menu next to the payroll entry and select Sync to Xero.
- In Xero, go to Accounting > Manual journals to view the newly created Draft entry.
- Verify the amounts and click Post to finalise the journal.
Re-synchronising a payroll run that was previously exported will automatically void any journal entry that was already posted in Xero to prevent duplicate transactions.