How do I make a payment using Xero?

Modified on Thu, 16 Feb, 2023 at 2:22 PM

Under the Private Zones options list, Click Process Payments.
There are two tables displayed: Payments Ready for Processing and Processed Payments – a record of those already processed.
In Processed Payments you can find the payment you require by filtering by project or employee, or by approver. You can also select a date range to filter by. You should then be able to locate and select the appropriate payment to action.
Click on the three dots to the right of the line entry. Select Export Payment to Xero.
You can then login to your Xero account for the payment to be made.

Note: A Xero account must already be integrated to Topsail by the company owner, otherwise the “Export to Xero” option will not show.