Chart of account mapping for the Xero integration

Once the Xero integration is enabled, you can configure your Account Mapping. This allows you to assign an account from your Xero chart of accounts to each type of invoice line item, reducing the manual work of selecting an account for every line item when syncing the invoice as a draft bill in Xero.

Decide how to sync your invoice line items: as displayed in the invoice or grouped by department. Your selection will affect your account mapping configuration, i.e., assigning invoice line items to specific accounts from your chart of accounts.

• Choosing Standard invoice breakdown will sync line items as they are displayed on the Remote invoice (e.g., Employer Contributions, Base Salary). If you choose this preference your account mapping will not reflect departments.
• Choosing Breakdown invoice line items by Team Departments means that your account mapping will take into account your department. (e.g.) "Base Salary - Department A, Base Salary - Department B")

Configure Your Account Mapping

Once you have set your sync preferences, you can configure your account mapping. Remote reads your accounts from Xero and pulls them into Remote automatically.

If 'standard invoice breakdown' is selected:

You can assign an account to each line item on the Remote invoice, ensuring correct allocation.

Notes:

• This feature is optional. If not configured, the Account column in the draft bill in Xero will be left blank.
• You don't have to assign an account to all line items. For instance, you can map Base Salary and Expenses, leaving the rest unmapped.
• If your chart of accounts in Xero changes, you need to update your account mapping configuration in Remote.

Once you save your account mapping configuration, it will be applied each time an invoice is synced from Remote to Xero.

If 'Breakdown invoice line items by Team Departments' is selected:

You can assign an account to each line item on the Remote invoice according to the department, ensuring correct cost allocation.

Note: You don't have to assign an account to all departments or all line items. For instance, you can map Department - Base Salary and Department - Employer Contributions, leaving the rest unmapped.

Some charges may not be linked to a department. In such cases, these line items under Other - ‘Company Charges’ can also be mapped to a specific account. The Company Charges line item includes the sum of the premium_fees, management_fees and other_fees .

Please note that for us to provide you with invoice line items broken down per department, we need to know the department of each employee. Assigning a department to each employee is crucial for this process. To do this, go to Team Page and assign a Department under the column ‘Department’. Otherwise, go to the respective Employee Profile, and under the tab Job you will be able to assign a ‘Department’.

Once you save your account mapping configuration, it will be included when syncing invoices from Remote to Xero.

Notes:

• This feature is optional. If not configured, the Account column in the draft bill in Xero will be left blank.
• If your chart of accounts in Xero changes, you need to update your account mapping.