Here is a list of our frequently asked questions from our Xero and Push integration:
What permissions do I need to export journal entries?
You must have the ability to run payroll in order to export journal entries to Xero. For further information on administrative permissions, click here.
- What happens when I export a journal entry and make changes to the draft in Xero?
Nothing. No changes made in Xero will reflect in Push.
- In what case will my changes in Xero be erased?
The only time the changes in your Xero journal entry will be removed is if you re-export (or export the same file again) after making changes in Xero. Your newest export of the same journal entry will always override your changes.
For example: Yesterday, you have exported a journal entry for the payrun date ending Jan 15th 2019. In that draft journal entry, you have changed the name of a profit center.
However, you've forgotten that you've already exported the file the previous day and you re-export the same journal entry.
The change you made to the name of the profit center of the previous day's export will be overridden.
- Does Push only export journal entries to Xero?
Yes, the export of journal entries is currently the only function of the integration.
- When and how does journal entry export occur?
The export will only occur when you select the "Export to Xero" button. Once you've allowed access via Xero, you'll see the journal entry in Xero's drafts in seconds.
- Can I set up times for my Journal Entries to be automatically exported?
No, you will have to manually search for your desired pay run and its journal entry and click the "Export to Xero" button.