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Exporting staff expense details
Exporting staff expense details
Updated over a week ago

Each entered staff cash or travel expense can be exported to Xero, to allow for the staff member to be reimbursed for the expense. View a list of all the staff expenses entered for the period, and select which of these should be sent to Xero.

Click on any of the green text in the list to open additional pop-ups to see more details about the data that is about to be sent for the staff expense to Xero.

Staff sent with the bill are matched based on the staff / contact name and unique ID combination (card ID in Xero). If a match for these details is not found then the sync will look for a contact with the same name. If a contact with the same name exists, then it is updated with the staff details from Synergy such as unique id number. If the name and unique id are not found then a new contact record 'supplier' type is created in Xero for the Synergy staff member so that the expense can be reimbursed.

Actions available

  • View the staff expense details - Click the green text on the expense number, or the total inc tax column to open this pop-up. See the expense details, the account code that each staff expense is mapped to in Xero. This is based on your Connect settings, and also shows the Xero inventory item that will be applied to each line.

  • Staff details - Click the green text for the staff name details to open this pop-up. View the details for the staff member the expense is for, and that staff member will be created in Xero as a supplier ( created or updated ) in Xero by this sync. New staff never sync'd before will show the action of add, and the new supplier contact record is created in Xero by the sync for the staff member. If the staff member already exists in Xero with the contact name / unique id combination then the action will show update. This allows connect to update the address and phone number details into Xero, when you have updated those details in Synergy.

  • Error details - Click the green text 'Error detail' to open this pop-up. Here you can see the details of each error message that is showing for the staff cash or travel expense, these errors must be resolved before the sync can be run. Click the '...' actions button to edit the details in Synergy that relate to the warning that is shown. Learn more about Xero Connect errors and how to resolve them.

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