Xero · Field mapping

Connect Xero correctly from day one.

We help you link Xero to Root HR and map payroll fields, cost centres and tracking categories, ensuring payroll and accounting data flows accurately between systems with minimal manual adjustments.

Sound familiar?

Month-end reconciliation shouldn't feel like a manual rebuild.

From first task to final approval, every step stays connected, tracked and easy to manage.

Payroll journals don't match

Payroll costs end up in the wrong accounts, creating extra work and reconciliation issues.

Too much manual data entry

Re-keying payroll figures into accounting software wastes time and increases the risk of errors.

Limited cost visibility

Without proper tracking, it’s difficult to see staffing costs by site, department or team.

Integration issues

Disconnected or misconfigured integrations can interrupt data flow and create reporting headaches.

Overview

We connect Root HR and Xero properly, from the start.

Xero Setup Help is a one-off service that maps your payroll and workforce data to Xero, helping payroll journals post accurately, reconcile cleanly and deliver the reporting your finance team needs.

What’s included

A Xero setup built for accurate reporting and smooth reconciliation.

Secure Xero connection

Guided setup of the Root HR and Xero connection with the correct permissions and organisation settings.

Payroll field mapping

Payroll costs, deductions and liabilities mapped to the appropriate Xero accounts for accurate reporting.

Cost centres and tracking

Tracking categories configured for sites, departments and cost centres to improve visibility across the business.

Pension and deduction setup

Pension contributions, salary sacrifice arrangements and other deductions mapped correctly within Xero.

First payroll reconciliation

Your first payroll journal is reviewed and reconciled to ensure everything posts as expected.

Training and handover

Clear documentation and practical guidance so your team can manage the process confidently going forward.

Before & after

Month-end, before and after a clean Xero link.

Before Setup

×

Payslip totals typed into Xero by hand each pay run
×

Pay journals re-posted manually every month
×

Labour costs lumped into one account with no site visibility
×

No clear audit trail when figures change

After Xero Setup Help

✓

Payroll journals post directly from Root HR with no re-keying
✓

Journals reconcile accurately on the first attempt
✓

Costs automatically split by site, department and cost centre
✓

Every figure links back to an approved record

QUESTIONS

Frequently asked questions

Do I need to change my payroll provider to use Xero Setup Help?

No. We work with your existing payroll process and configure the connection so payroll data flows into Xero correctly.

Can you set up cost centres and departmental reporting in Xero?

Yes. We can configure tracking categories and mappings so labour costs are reported by site, department or cost centre.

What happens after the setup is complete?

We review the first payroll journal with you, provide handover documentation and ensure your team understands how the process works going forward.

Accounting & Payroll

Ready to get started with Xero Setup Help

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