Connect Xero to AgriSmart
1. Hover over Clients then click Xero NZ Clients Dashboard.
2. Click Connect to Xero.
3. Log in to Xero with your usual credentials.
4. Click Allow access.
5. You will be redirected to AgriSmart. Click Create AgriSmart contact in Xero, then click OK.
Import Xero data
1. Click Setup on your green menu bar.
2. Scroll down to Xero Options.
3. If you have tracking categories set up, click Import Tracking Categories, then click OK.
4. Click Import Xero Contacts, then click OK.
5. Click Import Chart of Accounts, then click OK.
6. Click Import Tax Rates, then click OK.
Assign chart of accounts
1. Click Setup on your green menu bar.
2. Scroll down to Export Codes.
3. Click Manage with Xero. This will take you to the Payroll Accounts section.
4. Click on the dropdown menu next to each item and select the appropriate account from your imported chart of accounts.
5. Click Save.
6. Hover over Jobs and click Job/Activity Codes.
7. Click on the edit icon next to an activity code.
8. Select the applicable code from the dropdown in the Xero Account Code (expense) field.
9. If invoicing customers from AgriSmart, select the applicable code from the dropdown in the Xero Account Code (income) field.
10. Click Save.
11. Repeat steps 7 to 10 for each activity code.
Pay item settings
1. Hover over Setup and click Team Manager.
2. Click on any employee’s name to open their General tab.
This step is simply to access the relevant section in AgriSmart so any employee’s profile can be used here.
3. Click Payroll.
4. Under Regular Payments, click the cog icon.
This icon provides access to the setup area for payments, allowances, and deductions.
5. Open the relevant item.
6. Enter the export code (chart of accounts number) in the Payment, Non-Taxable Allowance, or Deduction field.
7. Click Save.
8. Repeat steps 5-7 for each item.
Invoice settings
1. Click Setup on your green menu bar.
2. Scroll down to Client Invoices.
3. Select the main income code in the Invoice Account field.
4. Select 15% GST on Income in the Tax Rate field.
5. Select Zero Rated in the Zero Tax Rate field.
6. Select Draft in the Default Invoice Status field.
7. Click Save.