Syncing Timesheets with Xero

Step 1: Select Payroll Employee

1. Navigate to Time Management > Time Clock.

2. Click on Sync Timesheets, then select Sync with Xero.

3. A new screen will appear where you can select the payroll employee.

4. Use the search bar to find the employee or create a new payroll record.

📌 Ensure that the employee exists in both Managewise and Xero to avoid mismatches.

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Step 2: Confirm Pay Run Calendar

1. After selecting an employee, proceed to the Confirm Pay Run Calendar step.

2. This section will display payroll details such as:

   • Payroll Calendar Name (e.g., Fortnightly)

   • Period Start Date and Period End Date

   • Calendar Type (e.g., Weekly, Fortnightly)

   • Payment Date

3. The pay run calendar settings can be modified within Xero, ensuring alignment with your payroll cycle.

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Step 3: Assign an Earning Rate

1. Select the approved timesheets to sync.

2. Use the Earning Rate dropdown to assign the correct wage type:

   • Regular Hours

   • Overtime

   • Bonus

   • Statutory Sick Pay

   • Statutory Maternity/Paternity Pay

   • Other custom earning rates

3. Once the correct earning rate is assigned, click Sync All.

📌 You must assign an earning rate before syncing, or the timesheet data won't be processed in Xero.

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Step 4: Confirm Sync

1. A confirmation popup will appear asking, "Are you sure you want to sync timesheets with Xero?"

2. Click Sync All to finalize the process.

3. The approved timesheets will now be automatically created and approved in Xero.

📌 Once synced, the timesheets cannot be modified in Managewise. All changes must be made in Xero.