You can export tracking category information with the timesheet you export to Xero. Tracking categories are associated to Teams in Tanda. This provides a way to report your wage costs in Xero by Team in Tanda.
Setting up tracking categories in Xero
First, you need to ensure you have Tracking Categories set up in Xero. This article from Xero might be useful to read first to ensure you have set these up correctly.
In this example, we have set up the following in Xero:
Once you have set up your Tracking Category and its options, you'll also need to enable tracking on your timesheets in Xero.
In Xero, navigate to Payroll > Payroll Settings > Timesheet Categories
Setting up tracking categories in Tanda
In Tanda, navigate to Settings > Integrations > Payroll Integrations
Select 'edit' on your Xero integration
Navigate to the Cost Tracking tab
Enter the below details:
Tracking category name in Tanda is the Tracking category name in Xero
Default tracking option is one of your Category options from Xero, which is what is used if the shift cannot be matched.
In the example above, a shift in Tanda will track to Front of House if there isn't a team configured as a category chosen on the shift.
Enter tracking categories to Teams in Tanda
To link your teams to tracking categories in Xero, follow the steps below:
In Tanda, navigate to Workforce > Teams
Click on the Team name to edit and click on Show Advanced Options
In the Payroll cost tracking code field, enter the Category name from Xero
Click Update Team Details at the bottom to save and repeat for all other Teams.
Timesheet in Tanda
The Team listed on each Shift will then be exported with the hours over to Xero:
In Xero, you can then bring up this information in the relevant Report you want to use, or you can check the Timesheet to ensure it has come over correctly:
Wage Expense Account
If your account is enabled with a Tanda Managed Award Template, when you integrate Tanda with Xero, Tanda will create new Pay Items in Xero.
A Pay Item will be created for each multiplier required, and base rates will be added for all staff pay templates.
Tanda’s Pay Items will be assigned to the account code that you’ve defined in Xero under Settings > Payroll Settings > Organisation > Wages Expense (see screenshot below).
If no account is set there, Tanda will use whichever account is set on an already configured earnings rate:
