sblive Xero Guide

Workplace Pension Xero currently have an automatic integration with NEST and Peoples Pension, however, can provide CSV. outputs for other pension providers to upload onto their system. Xero has its own useful Step by Step Guide that can assist you with setting up your pension, which can be found on the link above. The Pension admin details should be included for the member of the team that will be signing the letters and documentation to the employees relating to auto enrolment. As with the wages, Xero will automatically journal the accounting entries for the pension on the system. The liability account should be mapped to a Balance Sheet code, which will detail the total amount payable to the Pension Provider. The Pension Cost code should be mapped to the Profit and Loss Account, which will detail the cost to the Company. The remaining details for the Pension filing due dates and Pension details, can be found on the paperwork from your current Provider.

Pay Items Pay items can be used as one-off payments, recurring ones or to set up other earnings, benefits (e.g. pension), deductions (e.g. student loans), reimbursements (e.g. expenses), time off (e.g. sick leave) and earnings orders (e.g. civil debts.) These items help you to customise and track the way your pay each employee. You can set up individual pay items to assign to your employees on every pay run, or just add the item to a single pay period.

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