Connect to XERO Accounting System

1. Authorize XERO

• YOOV WORK can be directly connected to the XERO accounting system. With just one click, salary data can be transferred to the accounting system, ensuring that the company's human resources management and financial management are synchronized in real time.

• Steps: ①［Payroll］ >［Monthly Payroll］ >［Financial Integration］ > ［New Integration］ ② Select the platform XERO, enter the custom integration name, and click Confirm. ③ Return to the main page click [Settings], then click [Authorize] when the window pops up. The page will then jump to the XERO login page, please log in to the XERO backend.

2. YOOV WORK Financial Data Mapping Settings

• Steps: ① [Chart of Accounts] is the code provided by the XERO system. Click on it and press [Synchronize] first. ② Click [Back], go to [Category Mapping] and press [Settings]. ③ Click [Sync Salary Types] first. Then click [New] in "Type" and enter a new type name as needed to match different expense types with different account codes. ④ Click [Add Mapping] again, and a window will pop up. Enter the salary item, account code, select positive or negative "+/-" (usually "+"), description (optional/optional), and click [Confirm] ⑤ If so, the administrator can add other items that need to be mapped.

3. Generate Linked Data

• Steps: ① After completing the above steps, press [Back], then press [Generate]. ② In the [Quick Synchronization] window, select the Payroll Date, Payroll type, etc., and click [Confirm]. ③ Return to the home page to check whether the synchronization is successful. ④ After successful synchronization, you will see the total salary to be paid in XERO [Business] > [Bills to pay].

4. Advanced settings: Set up Financial Accounting Classification Mapping (Take Departments as an Example)

• If a more detailed classification is required for financial management, such as the need to classify expenditures by department, the following settings can be used.

• Steps: ① After logging into XERO, add a new Category in [Accounting] > [Advanced] > [Tracking Categories], e.g. Department ② Log in to YOOV WORK, under [Category Mappings] click [Synchronize], then select [Department] under Department, and click [Save]. ③After [Save], under [Mapping Details] click [New] - create Mapping Relationships. ④ After successful setting, press [Return] > [Category Mappings] > press [Synchronize] once again. Then proceed to step 3. Generate associated data.