Frequently Asked Questions

Why should I re-authenticate my connection?

If you're linking different companies to the same Xero/QB organisation, you'll need to re-authenticate every time you switch between companies. The system currently has one connection with a Xero/QB account, and every time it's linked to a new company, the connection to the previous company expires.

Why has my employee's information been posted to the wrong account?

This usually occurs when you're using accounting splits. To resolve this, check the following:

• Have pay points been added to the accounting splits, and does the employee have the correct pay point assigned?
• Does the accounting split have individual employees added, and was the missing employee added to the accounting split?

Can I set up accounting splits and use Xero tracking categories?

Yes, you can use both accounting splits and tracking categories. This is usually used if you have multiple general ledger accounts for similar expenses and you also use tracking categories to show expenses according to a different grouping.

Example - Multiple branches and departments

ABC Company has the following ledger accounts (among others):

• Salaries and wages – Branch A
• Salaries and wages – Branch B

The company also has a tracking category to show the breakdown of Department – Marketing, Operations, Finance.

In SimplePay, you would create pay points for the various departments and assign a pay point to each employee. You would then assign each pay point in SimplePay to the relevant tracking category from Xero.

You would then create one accounting split for Branch A and one for Branch B, and add employees individually to each. You can then map the expenses for the Branch A accounting split to the Salaries and Wages – Branch A general ledger account, and the expenses for the Branch B accounting split to the Salaries and Wages – Branch B general ledger account.

The result is that the company can see the breakdown of expenses according to branch by viewing the totals of the different ledger accounts, and the breakdown according to department by using tracking categories.

Do I need 2-Factor Authentication to use the Xero integration?

Yes, 2-Factor Authentication (2FA) is a mandatory requirement for using the Xero integration in SimplePay. However, if you signed up for a SimplePay account via Xero using Single Sign-On (SSO), the system won't prevent you from using the Xero integration when 2FA isn't enabled.