How to Ensure Leave Requests Sync Correctly from Urhere to Xero
Urhere integrates with Xero to streamline payroll processes, including syncing approved leave requests. To ensure a smooth synchronization, follow these guidelines:
Overview of Leave Syncing
Only leave requests submitted and approved through Urhere’s Leave Manager will sync to Xero. Leave added directly to the schedule will not be exported.
All leave types can sync, provided they are properly mapped in Urhere.
Steps to Ensure Successful Syncing
Submit Leave Requests via Leave Manager - Ensure that all leave requests are submitted and approved through the Leave Manager in Urhere. This is a prerequisite for syncing to Xero.
Map Leave Types Correctly - Navigate to Leave Manager > Xero Leave Mapping in Urhere. - Verify that each leave type in Urhere is mapped to the corresponding leave type in Xero. This ensures compatibility and prevents syncing errors.
Approve Leave Requests - Once a leave request is approved in Urhere, it will sync to Xero immediately, provided the leave types are mapped correctly.
Troubleshooting Common Issues
Leave Not Syncing: Double-check that the leave request was submitted and approved through Leave Manager. Leave added directly to the schedule will not sync.
Mapping Errors: Ensure all leave types in Urhere are mapped to their corresponding Xero leave types.
FAQs
When will a leave request appear in Xero?
Leave requests sync to Xero immediately after approval in Urhere, assuming all mapping and submission requirements are met.
Do all leave types sync from Urhere to Xero?
Yes, as long as they are mapped correctly in the Leave Manager. By following these steps and guidelines, you can ensure that leave requests sync seamlessly from Urhere to Xero, minimizing payroll discrepancies and improving workflow efficiency.