AccountingLink for Xero - Export Sage Construction Management Employees

Important Things To Know

• Only Active Employees in Sage Construction Management can be exported.
• Tax Id and Hire Date information will be exported if the proper security permissions are enabled in Xero.
• The AccountingLink will check if the employee exists already in Xero by using the employee display name as the filter criteria. If it does, then records in both systems will be auto linked.

Instructions

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Export to Xero' section.
3. Click the 'Export Employees' link within the section.
4. Optional: Enter some text into the Search field to filter the employee listing.
5. Select one or more employees.
6. Click the 'Export Employees' button in the footer.