Please Note: You cannot export to Xero Payroll in New Zealand or the United Kingdom due to Xero's API limitations.
While having access to agent ledgers in Rex is great, it is even better if you have Xero. This lets you send commission pay runs directly to Xero, and import deductions from Xero. To get started, go to Admin > Financials > Agent Ledgers > Settings.
Please Note: You will need to configure your Xero account completely before setting this up. If you need help setting up your Xero account, the best people to speak to are Xero. If you have issues with the integration between Rex and Xero, contact the Rex Support Team by clicking Help > Contact Rex Support Team, or by emailing support@rexsoftware.com.au.
Export Settings
- Export pay category - choose what pay category Rex exports to. The options in this list are defined by the pay categories you have set up in Xero.
- Default Calendar - choose the default calendar to use when exporting the commissions to Xero.
Import Settings
The import settings let you choose the super types to use, and set which pay categories you would like to import to the agent ledgers. These will show as transactions on the agent ledgers.
- Super Contribution Type - click in this field and select which super contribution types you want to use. Only the types you specify here will be imported to the Agent Ledgers.
- Link Users - at the bottom, you link the Rex users to Xero. See below for more info.
Link Users
In this section you should have a list of Rex users, with info telling you whether they are linked to Xero, whether they have associated users, and how many pay categories are set up. To link the users:
- Hover over the agent you want to link and click the dropdown button
- Choose Edit
- If you have not authorised in the last 30 minutes, see Authorising Xero Integration
In the Import Settings window, you will need to:
- Rex and Xero user link - click on the dropdown and choose the user in Xero you want to link this agent to.
- Add associated agent (optional) - select a user in Xero who is associated with this agent. This might be an assistant whose wages are paid by the agent's commissions, for example.
- Pay categories to import - choose which pay categories you want to import from Xero into Rex. Repeat for the associated agent if there is one.
- Once you have finished, click Save.