Workstem system and Xero system have been integrated and Workstem data can be synchronised to Xero system through simple operations.
The following instructions describe the specific process in details:
Step 1
Register a Xero account on Xero official website (https://www.xero.com). (Note: When registering Xero, pay attention if the selected region is: China·Hong Kong, then the Xero system supports only the U.S. dollar (USD) and Hong Kong dollar (HKD). If you need to support more currencies, you need to upgrade Xero.)
Step 2
Go to Workstem official website > Log in Workstem system > Company > Basic information > Bank account information > Currency code (take the Xero account registration area: HK as an example, you can only fill in HKD or USD here, if you don't fill in any Information, the default is HKD) >「Save」
Step 3
「Settings」>「Integration」>「Settings」>「Connect to Xero」
Choose Organisation > Workstem > Allow access > Pop up Success > CLOSE THIS WINDOW
Step 4
「Integration」>「Settings」>「Interface Detail-XERO」>「Account Code」
Click 「Account Code」 > 「Synchronize」 , Prompt Message for Successful Synchronisation
Step 5
Return to the「Interface Detail-XERO」interface > 「Settings」
「Settings」>「Type」> “+” > Fill in "Type name">「Submit」> "Save successfully"
Click the newly added 「Type」 (e.g:Income Additions) >「Pay Items」 "+" > 「Add」, select 「Pay Items」, 「Account Code」, select plus or minus "+/-" (usually "+"), Description (fillable or blank) > 「Submit」
You can also pull down to do the settings if necessary : Financial Accounting Mapping
Step 6
Go back to「Interface Detail-XERO」> 「Generate」 > Select 「Pay Run」> Click the button 「Generate」> Prompt "Data is being generated"
After generation, there will be one more corresponding record in 「Record」
Step 7
Enter Xero system and switch to Workstem Organisation > Business > Bills to pay
