Tanda Payroll can connect directly to Xero, allowing you to sync your journal account codes from Xero into Tanda and export payroll journals to Xero automatically, rather than manually uploading files.
Connecting Tanda Payroll to Xero
Before you can sync accounts or export journals, you need to connect your Tanda Payroll file to Xero.
Follow the steps below to do so:
Navigate to Payroll > Payroll Settings > Company Setup.
Choose a Company File if you have more than one.
Scroll to the bottom of the page to find the Accounting Integration section.
Click Connect to Xero API and log in to Xero when prompted.
Once connected, you'll see the following:
You can disconnect at any time by clicking the disconnect option on that same page. Ensure that you also disconnect in Xero itself, under Settings > Connected Apps.
Syncing Journal Accounts from Xero
If you already have account codes set up in Xero, you can import them directly into Tanda instead of recreating them manually. Tanda will pull in any accounts in Xero classified as Expense or Liability.
Import your account codes from Xero by following the steps below:
Navigate to Payroll > Payroll Settings > Journal Setup (Accounts).
Click Sync from Xero in the top right.
A window will appear showing the accounts found in Xero. These will be either:
+ New: Accounts in Xero that do not exist in Tanda yet. Syncing will create a new account using the name and code from Xero.
Update Code: Accounts that exist in both but have different codes. When the name of an account in Tanda matches Xero, syncing will update the account code in Tanda, based on the one set in Xero.
Already Linked: Accounts that already match, no action needed. Syncing will not change anything
Select which accounts you want to bring across, then click Sync Selected to bring them into Tanda
This is also a useful way to fix mismatched codes before running a journal export. If your account codes do not match Xero exactly, the system will flag it during the pre-export check, and syncing is the quickest way to resolve this.
Exporting Payroll Journals to Xero
Once the Accounting Integration is connected, you can export a pay run journal directly to Xero as a manual journal.
Follow the steps below to do so:
Open the relevant pay run under Payroll > Pay Runs
Click View Journal Entries to view the journal for that pay run
Click the Export to Xero button. Note that this will only appear if you have already set up the accounting integration.
Tanda will run a check before exporting. It will confirm:
Your company file is connected to Xero via the Accounting Integration
The pay period is not locked in Xero
Your journal account codes in Tanda exactly match those in Xero
If all checks pass and the journal is balanced, click Next to export to Xero. The journal will not export if there are any errors or the journal doesn't balance.
After successfully exporting, you will see confirmation and a direct link to the manual journal created in Xero:
If you need to re-export or delete the journal, you will need to do so directly in Xero. After deleting the journal, you can export again where required.