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Xero Integration: Limitations

This article lists the current and permanent and by design limitations to the Citation HR Software - Xero 2-way Integration.

General

  • New Zealand Integration - This integration only supports Australian versions of Xero. There is currently no version for New Zealand clients. 
  • One Xero Account Only - This integration only works between one and only one Citation HR Software account and one and only one Xero entity. You cannot connect several Citation HR Software accounts to one Xero entity, or one Citation HR Software account to several Xero entities. 
  • Deleted Records - This integration synchronises the creation and update events for worker records. Delete records are not synchronised between Citation HR Software and Xero.  This means that the record will need to be manually deleted in both systems. 

 

Synchronisation of Employee Details

  • "Termination Date" is never exported to Xero - If you terminate an employee in Citation HR Software, you still need to terminate the employee in Xero.  
  • "Employment Basis" Field - The "Employment Basis" field imported from Xero is a tax related field and is not the same as the Citation HR Software "Employment Type" field.  This is due to a limitation within Xero's functionality.  In effect, this means that the "Employment Type" fields will not be shared between both systems and therefore will require a manual update of their fields. 

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  • Transferring Employees - Transferring an employee using the "Create a new copy" option is not supported as it conflicts with Xero process. This option will create a new employee record in Citation HR Software and Xero.  The integration will however work for transfers that "Move everything". 

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      A workaround is to:

  1. In Citation HR Software: Turn off Xero import and Xero export if applicable;

  2. In Citation HR Software: Transfer the employee in Citation HR Software;

  3. In Xero: Change the employee Group for this record (to the destination Branch);

  4. In Citation HR Software: Run Xero export; and

  5. In Citation HR Software: Turn on Xero import and Xero export if applicable.

 

Synchronisation of bank accounts

  • Number of Bank Accounts - The integration supports up to 4 bank accounts.

 

Synchronisation of Tax Details

  • Tax File Numbers - Xero only exports Tax File Numbers (TFN) masked (###-###-123). 
  • Masked Tax File Numbers (for the Manager's view) - TFNs can be entered in Citation HR Software. However, they always appear masked in Citation HR Software for everyone except the employee, even if the clear version is stored in the database. This a legal requirement. 
  • Clear Version Tax File Numbers (for the Employee's view) - If a TFN is stored in clear in the database, it will be visible in clear in ESS. 

 

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