When you connect Telleroo to your Xero account, all activity in Telleroo automatically syncs with Xero.
If you remove payments from a pay run in Telleroo, they are moved back to 'awaiting payment' in Xero. And paid invoices update immediately, so you can reconcile right away.
Connect Xero and select reconciliation settings
Please note, you need to be a Creator in Telleroo to connect a Xero account.
Go to the Pay runs page and click Show next to Integrations. Then, click Connect to Xero.
You are now redirected to Xero. Choose the Xero organisation you want to connect to Telleroo.
Click Allow access.
Select the Xero organisation and then click the dropdown option Create new... for the Xero bank account.
Click Save and continue.
Read Telleroo's Terms & Conditions. When you're happy to proceed, select the tickbox that you accept the conditions. Click Connect bank feed.
You can now choose how payment information is sent to Xero for reconciliation using the toggles. We recommend the preselected settings. "One line per pay run" lets you reconcile hundreds of payments with one click. Click Save and continue.
By default, Sync Xero Bills and Sync Xero Payroll are ticked. Sync Xero Bills brings unpaid Xero invoices automatically in Telleroo. Sync Xero Payroll imports posted payroll into Telleroo. If you don’t use Xero Payroll, simply untick this option. Click Finish connection.
On the Accounts and Pay runs pages, you’ll see that Xero is connected. Hover over the tooltip to see who connected it and when.
Change reconciliation and other Xero settings
You can change how we interact with your Xero account at any point. Go to the Settings page and then Xero Settings.
You have two toggles to change whether we Sync Xero Bills and Xero Payroll. Sync Xero Bills brings unpaid Xero invoices automatically in Telleroo. Sync Xero Payroll imports posted payroll into Telleroo.
You then have Bank Feed settings. Change how payment information is sent to Xero for reconciliation using the toggles. "One line per pay run" lets you reconcile hundreds of payments with one click.
Payee with multiple bills sends one payment to a supplier for multiple invoices. We show Xero which invoices are included in that payment, so you can reconcile with a single click. You can select to turn this on or off.
Under Payee name source, choose where Telleroo sources payee bank details from in Xero. You can select either Contact details or Financial details. When you have made all required changes, click Save Settings.
