You might experience an error when exporting your timesheets to Xero. This article highlights the most common errors and how to resolve them in Xero. For the full Xero integration guide and other frequently asked questions, make sure to click here.
Here is a list of the most common errors:
Common Errors
Unmatched Payroll Period
This error means that one employee is not assigned to the correct payroll.
To resolve this, first, make sure that your payroll period in Connecteam matches the one in Xero. You can set your payroll period in Connecteam by heading to settings > select payroll on the left menu > set your payroll period.
In Xero, head to payroll > payroll settings > pay frequencies and make sure that your payroll period is in the list or add a new one.
Now, to add it to an employee who is not matched to the period, go to payroll > employees > click on the employee who was not matched to the payroll period > select employment > choose the correct payroll period.
The timesheet is not a draft timesheet
Xero only allows edits to timesheets in "Draft" status. Double-check that the timesheet you're working with is actually in draft mode before trying to modify it. You can see the status by heading to payroll > timesheets. If the timesheet is already submitted or approved, click on the timesheet and revert it to draft. This process will have to be repeated for all employees for whom you wish to export the hours.
Unassigned Leave
This means that the employee for who you wish to export leave is not assigned to the leave in Xero. To amend this, head to payroll > employees > select the employees that appear in the error > leave > ensure that the leave is assigned
Can not change employee created timesheets
This occurs when an employee has added a timesheet on their own to Xero. To resolve this, manually Edit or Delete the Timesheet in Xero and then attempt to export again.
Unmatched items
This likely means that you have made changes to your Connecteam account since setting up the integration with Xero. It’s possible that you have added new employees, jobs / sub-jobs, or PTO policies. You will need to match these items prior to exporting the data to Xero. To do this simply click on the resolve now button, match the items, and click, complete & export.
Take a look at how to solve these kinds of errors below:
Validation Exception - TrackingItemID is required for each timesheet line
This error can occur when tracking codes are enabled in your Xero Settings. In order for our system to integrate with Xero, you will need to disable these tracking codes.
Let's explore how straightforward this process is.
Log in to Xero
Head to Payroll Settings in Xero
Scroll down to Payroll Tracking
Both Employee Groups and TimeSheet Categories must be set to None
Click Save