Yuvo Integration with Xero

Modified on Thu, 14 Sep 2023 at 12:36 PM

Xero can be easily integrated with Yuvo through the following steps:

Connecting to Xero
Pay Type Configuration (Bills)
Pay Type Configuration (Manual Journal)
Exporting Pay Slips to Xero (Bill)
Exporting Pay Slips to Xero (Manual Journal)

Step 1: Connecting to Xero

Before we get started with configuring the integrations, we have to first connect Yuvo to Xero.

Go to Company > Integrations > Xero
Click on "Connect" and log into your Xero account.
A pop up window should appear stating that the integration is successful.
You would be able to select the sync method to Xero as either:
1. Bills (Accounts Payable or Supplier Invoices)
2. Manual Journal

Step 2: Pay Type Configuration (Bills)

If you selected "Bills" as the sync method, you will only need to configure the Xero Expense Accounts for all the mapping items that you want to sync to Xero

*Things to note:

You should notice that there are 3 new mapping items at the bottom of this page that might not be available in other HRMS, and they are Net Salary, Gross Salary, and CPF Payable

Net Salary: How much your employee brings home after all additions / deductions have been made
Gross Salary: How much your employee get before any deductions and allowances are made
CPF Payable: Addition of all the CPF payables such as Employer CPF, Employee CPF, Foreign Worker Levy, etc.

Step 3: Pay Type Configuration (Manual Journal)

If you selected "Manual Journal" as the sync method, you will need to configure both the Xero Expense Accounts AND Liability Account for all the mapping items that you want to sync to Xero
Make sure that the selected Liability Accounts for all the "Mapping Items" are available in Xero

Step 4: Exporting Pay Slips to Xero (Bill)

Now that the integration with Xero has been configured, you can now proceed to export your Pay Slips to Xero (Bills)

After a Pay Slip has been released, you will need to sync that pay slip to Xero by clicking on "Click here to sync now"
After you synced with Xero, scroll down to the pay slips and click on "View in Xero".
You will now be redirected to Xero's Bill Page. Make sure that all the payable amounts are correct.
Every bill is based on each individual employee. If you have more than 1 employee, you can click on "Bills to pay" to manage all the bills.

Step 5: Exporting Pay Slips to Xero (Manual Journal)

Now that the integration with Yuvo has been configured, you can now proceed to export your Pay Slips to Xero (Manual Journal).

After a Pay Slip has been released, you will need to sync that pay slip to Xero by clicking on "Click here to sync now".
After the sync is completed, click on "View in Xero".
You will then be redirected to Xero's Manual Journal Page. Make sure that all the Expenses and Liabilities amounts are correct.
Every Manual Journal is based on each individual employee. If you have more than 1 employee, you can click on "Manual Journals" > "All" to manage all the journals.