# 连接 XERO 会计系统

* YOOV WORK 可直接与 XERO 连接，只需一键即可将薪资数据传送至会计系统，确保公司的人力资源管理与财务管理的工作即时同步。

## 1. 以XERO帐号登入

* 支持使用 XERO 账号登录系统

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## 2. 授权XERO会计系统

* 操作步骤： \
  ①［薪酬管理］>［ 月工资表］>［财务集成］> ［新增集成］\
  ② 选择平台 XERO，输入集成名称，再按确认。\
  ③ 及后再按［去授权］，弹出视窗后按［立即授权］。随后页面会跳到XERO登入网页，请登入XERO后台。

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## 3. YOOV WORK 财务数据映射设置&#x20;

* 操作步骤： \
  ① ［科目代码］内是XERO系统内提供的代码，请先按同步 \
  ② 按［返回］后，到［分类影射］按［设置］ \
  ③ 先按［同步工资项］。之后在"类型"按［新增］后，可按需求输入新增类型名称，方便不同的开支类型配对不同的科目代码。 \
  ④ 再按［新增影射］，弹出视窗后输入工资项、科目代码、选择正负「+/-」 (一般都为“+”) 、描述（可填/不填），按［确认］ \
  ⑤ 如是者，管理员可加入其他需映射的项目。

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## 4. 生成关联数据&#x20;

* 操作步骤： \
  ① 完成以上步骤后，按［返回］，再按［生成］。 \
  ② 在［快速生成］视窗内，选择需关联的工资表日期，工资表等资料，再按确认。 \
  ③ 返回主页查看是否同步成功。 \
  ④ 同步成功后，在XERO 的 Business > Bills to pay 会看到所需支付的薪金总额。

<figure><img src="https://1978850069-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2rAQKEhs5Y3QzByAJWJc%2Fuploads%2FQKh6sjwdi7fMGIIriUGm%2Fimage.png?alt=media&#x26;token=5163f246-3ef1-42ba-a551-447cb817f39d" alt=""><figcaption></figcaption></figure>

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## 5. 进阶设定: 设置财务核算分类映射（以部门为例）&#x20;

* 如财务管理上需要更明细分类，例如需要在支出上以部门分类，可根据以下设置。&#x20;
* 操作步骤： \
  ① 登入XERO后，Accounting > Advanced >Tracking categories 内新增一个 Category, \
  eg. Department \
  ② 登入YOOV WORK，先按［同步］，及后在部门下选择Department，再点击［保存］ \
  ③［保存］后，在映射明细中按［新增］ - 映射关系。 \
  ④ 设置成功后，按返回 > 财务数据映射设置 > 按［同步］一次。\
  再进行 [3. 生成关联数据](#id-3.-sheng-cheng-guan-lian-shu-ju) 的步骤。

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## 6. XERO 和 YOOV WORK 工作流程图

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