We’ve included the feature of splitting Director Bills from other employees for the export to Xero. Now, a director’s bill for items like salary and CPF will be exported out separately as individual items on Xero.
All you have to do are these few steps:
1) Set the option of ‘Is director’ on a director’s individual profile, under Profile > Employee Listing > Current Job Details > Director Settings
2) Configure Xero integration settings, under More > Integration > Xero > Edit
On this page, make sure that items (e.g. 1 & 2) that fall under the ‘Include Director Bill’ column are checked to create a director bill in Xero. The relevant ‘Contact’ dropdown boxes for directors (3 & 4) and other employees (5 & 6) must also be selected. These are the names that will be mapped over and appear in Xero entries, so please ensure that they are accurate.
3) Now you are good to go! Head to Payroll > Month Total > Export > Xero
The final export results in Xero should look something like this - giving you both director and non-director entries clearly mapped out: