Xero connects small businesses to their advisors and other services. For accountants, Xero forges a trusted relationship with clients through online collaboration and gives accountants the opportunity to extend their services.
API Integration
With Timble's Xero integration, you can automatically send timesheets and leave requests from Timble to Xero, eliminating the need for manual entry.
To add Xero integration, go to Settings → Integration.
Enter your Xero account email and password to log in, then connect to your organisation in Xero.
After connecting to your Xero account, complete the following setup to export timesheets and leave to Xero.
Click Settings to update employee mapping. On the left side are the employees in Xero, and you can select corresponding team members in Timble. Leave it empty or set it to "ignore" if you don't need to export timesheets or leave for some team members.
Switch to the Leave Mapping tab to update leave mappings. Match leave types in Timble to leave types in Xero. If you don't use certain leave types, you can leave them empty.
Turn on Enable Automatic Approval if you don't want to manually approve timesheets in Xero. If this is turned off, the default status will be "Pending" in Xero after exporting.
Before exporting, ensure all timesheets for the pay period are approved. Click Export, select Xero (NZ).
Choose your pay calendar and pay period, then click Continue.
Select the team members you'd like to export, then click Export.
After exporting, you will see your timesheets in Payroll → Timesheets.
Make sure all leave requests are approved before exporting to Xero. Use the Leave Calendar for a quick overview.
Switch to the Requests tab and then click the Export to Xero (NZ) button to start exporting leave. Select the date range and click Export.
To review leave requests, go to Payroll → Leave in Xero.
After exporting all timesheets and leave for the pay period, go to Payroll → Pay Employees to continue.
For more help, see Xero official help document: https://central.xero.com/s/article/Process-a-pay-run-and-pay-employees-NZ#3Payyouremployees.
If you're having trouble with Timble's Xero integration, reach out to us at [email protected].