> For the complete documentation index, see [llms.txt](https://docs.coreway.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coreway.com/yoov-work/zh-hk/salary-management/connect-to-the-xero-accounting-system.md).

# 連接 XERO 會計系統

## 1. 使用XERO帳號**登入** <a href="#id-1-log-in-with-xero-account" id="id-1-log-in-with-xero-account"></a>

* 支持使用 XERO 賬號登錄系統

<figure><img src="/files/MYqbJq53YzLarqgvA1KG" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/A7qobP6l3yZIlpBjWqmX" alt=""><figcaption></figcaption></figure></div>

## 2. 授權XERO <a href="#id-2-authorize-xero" id="id-2-authorize-xero"></a>

* YOOV WORK 可直接與 XERO 會計系統連接，只需一鍵即可將薪資數據傳送至會計系統，確保公司的人力資源管理與財務管理的工作即時同步。
* 操作步驟： \
  ①［薪酬管理］>［ 月工資表］>［財務集成］> ［新增集成］\
  ②  選擇平台 XERO，輸入自定集成名稱，再按確認。\
  ③ 回主版面後再按［去授權］，彈出視窗後點擊［立即授權］。隨後頁面會跳到XERO登入網頁，請登入XERO後台。

<figure><img src="/files/Y0cBr0HhcmRxNoCELeqe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KTbzkbX6btmxiFbJFokw" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/ljTJJeIKToj1ZcY5aLQz" alt="" width="442"><figcaption></figcaption></figure></div>

<figure><img src="/files/arJzDpDFgwuZLTvkIKfm" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/AX7BZNFQjfco3YSJ1S2W" alt="" width="423"><figcaption></figcaption></figure></div>

<figure><img src="/files/f0TXqdNrDnOewBiUryuT" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/Hx0619Lw8EWwjmH3DRSe" alt=""><figcaption></figcaption></figure></div>

## 3. YOOV WORK 財務數據映射設置 <a href="#id-3-yoov-work-financial-data-mapping-setting" id="id-3-yoov-work-financial-data-mapping-setting"></a>

* 操作步驟： \
  ① ［科目代碼］內是XERO系統內提供的代碼，請先按同步\
  ② 按［返回］後，到［分類影射］按［設置］\
  ③ 先按［同步工資項］。之後在"類型"按［新增］，可按需求輸入新增類型名稱，方便不同的開支類型配對不同的科目代碼。\
  ④ 再按［新增影射］，彈出視窗後輸入工資項、科目代碼、選擇正負「+/-」 (一般都為“+”) 、描述（可填/不填），按［確認］\
  ⑤ 如是者，管理員可加入其他需映射的項目。

<figure><img src="/files/NgHXeKSPWvjSJw8OmAOm" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/UAXH34XisYcgkq0TLpYC" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PUJmNRBshnrRdvGcxfCH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/saGkMS2HrWxNN8SDS31p" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/18lXw2ab0A4G11DUMLyi" alt=""><figcaption></figcaption></figure>

## 4. 生成關聯數據 <a href="#id-4-generate-associated-data" id="id-4-generate-associated-data"></a>

* 操作步驟： \
  ① 完成以上步驟後，按［返回］，再按［生成］。\
  ② 在［快速生成］視窗內，選擇需關聯的工資表日期，工資表等資料，再按確認。\
  ③ 返回主頁查看是否同步成功。\
  ④ 同步成功後，在XERO 的 Business > Bills to pay 會看到所需支付的薪金總額。

<figure><img src="/files/Br12zuOHCUvISGqz5hKA" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/KvyMc00YGapFOAwcQYGZ" alt="" width="437"><figcaption></figcaption></figure></div>

<figure><img src="/files/Uk4rwzRaxUJ3tnhqsHBb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/UYxwH4d8YxiLGN1hVMyx" alt=""><figcaption></figcaption></figure>

## 5. 進階設定: 設置財務核算分類映射（以部門為例） <a href="#id-5-advanced-setting-set-financial-accounting-category-mapping-take-department-as-example" id="id-5-advanced-setting-set-financial-accounting-category-mapping-take-department-as-example"></a>

* 如財務管理上需要更明細分類，例如需要在支出上以部門分類，可根據以下設置。
* 操作步驟：\
  ① 登入XERO後，Accounting > Advanced >Tracking Categories 內新增一個 Category, \
  eg. Department\
  ② 登入YOOV WORK，在 \[人員檔案 分類映射] 先按 \[同步] ，及後在部門下選擇Department，再點擊［保存］\
  ③［保存］後，在映射明細中按［新增］ - 映射關係。\
  ④ 設置成功後，按返回 > 財務數據映射設置 > 按［同步］一次。\
  再進行 [3. 生成關聯數據](#id-3.-sheng-cheng-guan-lian-shu-ju) 的步驟。

<figure><img src="/files/KfiVtdxTFWWbtwvqHD0x" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/khH2bRoZ5Vy5RXIjpUA8" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/X0karPVeXeGcCExVpSoL" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/hz8vtHcJ6bkgqMCrXmlX" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/MKEnjOHtv4YAYxxADUWC" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/mcIKV1zLbI2LjOyaHCPK" alt="" width="425"><figcaption></figcaption></figure></div>

<figure><img src="/files/Awz3djHSMQ3iN7VSozbL" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/NWhiPpHwKl1kTqRfSwf2" alt=""><figcaption></figcaption></figure>

## 6. XERO 和 YOOV WORK 流程圖 <a href="#id-6-xero-and-yoov-work-flow-chart" id="id-6-xero-and-yoov-work-flow-chart"></a>

<div align="left"><figure><img src="/files/VLbNFyrgW6QNA3m6H7Di" alt=""><figcaption></figcaption></figure></div>


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