Mapping your payroll instructions with your chart of accounts from Xero or Quickbooks

Note: To connect your Rise Payroll account to Xero or Quickbooks you should submit a support ticket to give you access to our Journal entry solution.

Once you have set the connection to your Xero or Quickbooks online account and have selected a main credit account, you can proceed with the mapping of the payroll instructions to your accounts.

On the main mapping page, there’s a list of payroll instructions and service charges. These include all the instructions from your Rise Payroll account. However, you don’t need to map them all; you just need to map the ones you use.

Check the payroll instructions used in a pay run and the Rise payroll invoice to determine which instructions to map.

Go to any pay run, look at the input sheet, and review the columns. Those are the instructions you need to map.

Other charges in an invoice

Other charges, such as remittances, benefits, and payroll fees, are not included in the input sheet but are part of Rise's services. These charges are part of your Rise payroll invoice. We suggest reviewing the latest invoice to determine which instructions to map.

After reviewing the input sheet and the payroll invoice you can start mapping payroll instructions. You don’t have to map all the instructions, just the ones your organization uses.

Start with the earnings.

Earnings

Compare against your input sheet, and add all the instructions usually used in each pay run. After doing that, we suggest mapping instructions even if they are not used every pay period.

For example, if you give out yearly bonuses, we suggest you map the bonus payroll instruction, even though it’s used only once a year.

Click on earnings and select bonus. On the right-hand side, click on debit. This will display the list of accounts from your Quickbooks or Xero account.

Keep in mind that the main credit account has been selected, however, it can be changed per payroll instruction.

Click other payroll instructions to map them, hourly and salary earnings, and map as many as necessary.

Employer contributions

When it comes to employer contributions, it’s important to first determine how they are being paid. Some of our customers have opted to include these as part of the payroll services from Rise, so they would be included in your invoice.

In that case, those instructions have to be mapped.

If you want to include those expenses but those are not included in your Rise invoice, they can be mapped, but we don’t recommend using the default credit account.

Deductions

Other charges in your invoice are the employee deductions. If you are looking into tracking those, we recommend mapping them against a different credit account.

Invoice charges

Payroll services should be mapped as part of your process.

All inclusive fees. These are the fees that you are paying Rise for the services and software.
Other chargers. Usually, there won’t be any charges in your invoice under this category, as it’s only used to charge late fees.

The mapping of other fees and taxes depends on your province. We recommend checking against your Rise payroll invoice.

Health Benefits by Rise

If your package includes Rise Benefits and you want to map that as part of your journal entries, keep in mind that benefits are charged through a separate invoice, not the Rise Payroll invoice.

Our Journal Entry tool only considers the Rise Payroll invoice. When we check if your journal entry reports match your invoice, we will only compare them against the payroll invoice. That’s why we recommend not mapping it against the default credit account.

Other payroll instructions

Your organization might have other payroll instructions related to other services, such as WorkSafe BC or a health benefits provider.

If that’s the case, we recommend not mapping those against the main credit account, as they are not being deducted from your Rise payroll.

Run report

Once all the necessary mappings are done, click run report. Add the pay run number