Edition: Professional, Business, Enterprise
User-level: Assistant Administrators, System Administrators
Previous steps: How to enter time against the internal project, How to enter a timesheets
We’ve partnered with UpSheets allowing you to export payroll data from Synergy and upload it to Xero.
Register for UpSheets
You can register for UpSheets by following this Register for UpSheets link
Connect UpSheets with Xero
UpSheets requires a connection to Xero to validate and upload your data.
You can connect to a new Xero Organisation by:
Click the connect to Xero Button after logging in to UpSheets;
Click add organisation in the top right hand corner
3. After this, you will be redirected to Xero where you will need to login and allow access to your organisation.
4.Once you have allowed access to Xero you will be redirected back to UpSheets where you will be able to view your connection status in the top right hand corner
Ensure settings align in both Synergy and Xero
Before downloading payroll data from Synergy, its crucial to ensure your ‘Earnings’ section in your Xero Payroll reflect the overtime rates in Synergy.
To view your overtime rates in Synergy:
Organisation menu > Settings > Financials > Overtime rates:
Xero Payroll Settings:
It is also crucial to ensure the tasks under the internal project stage 'Leave' in Synergy match your leave types in Xero
To view Leave tasks in Synergy:
Organisation menu > Settings > Timesheets > Internal project stages > open the 'Leave' Stage
In Xero:
Download payroll data from Synergy
In Synergy go to Organisation drop down > Reports
For timesheet payroll data
Run the TIMESHEETS - Payroll report for export of timesheet data
Edit the Transaction date range to the specific period you would like to export> select ok in the top right hand corner of the filters screen
Export your leave payroll data to Excel by selecting the table icon in the top right hand corner of the report
Once downloaded into Excel, open the file for editing and 'Save as' a .csv file format ready for importing into UpSheets
For leave payroll data
Run the LEAVE - Payroll report for export of leave data
Edit the date range of the Leave you would like to download by editing the transaction date filter > select ok in the top right hand corner of the filters screen
Export your leave payroll data to Excel by selecting the table icon in the top right hand corner of the report
Once downloaded into Excel, open the file for editing and 'Save as' a .csv file format ready for importing into UpSheets
Import the file into UpSheets and validate it
On the UpSheets dashboard, select 'CSV file Upload' to upload your payroll reports from Synergy
Specify whether this Timesheet or Leave payroll data
3.Select Import file
4. Check all of the data uploaded is correct > select 'Validate' in the bottom left hand corner
5. Once you have validated your data, select 'Upload to Xero' in the top right hand corner of the screen and upload on the pop-out menu.
You can view further information on UpSheets on their Getting Started knowledge base
Where to next?
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