Default allowances are protected in Diversity Sync’d. They cannot be renamed or deleted, but they can still be mapped to a Xero allowance.
1. Open Allowances
Go to Finance > Xero.
Select Allowances.
The Allowances page shows the allowances available in Diversity Sync’d and their current Xero assignments.
You can review:
Name
Type
(Xero) Allowance
Available allowance actions
The selected Xero account is also displayed at the top of the page.
2. Review the Allowance List
Review the existing allowances before creating a new allowance or changing a Xero assignment.
Allowances may include:
Sleepover
Broken Shift - One Break
Broken Shift - Two Breaks
Kilometre Reimbursement
First Aid
Other custom allowances
The (Xero) Allowance column shows whether each allowance has been connected to a Xero allowance.
If no Xero allowance has been selected, the status displays Not Assigned.
Default allowances cannot be renamed or deleted, but they remain available for Xero mapping.
3. Create an Allowance
To create a custom allowance:
Click Create Allowance.
Enter the allowance details.
Select the appropriate allowance type.
Configure the Xero assignment if required.
Click Save.
Only create a new allowance when an appropriate allowance does not already exist.
4. Enter the Allowance Name
Enter a clear name in the Name field.
Use a name that makes the allowance easy to identify when configuring payroll and Xero mappings.
For example:
Meal Allowance
Travel Allowance
Uniform Allowance
Default allowance names cannot be changed.
5. Select the Allowance Type
Select the appropriate option from the Type field.
The available type determines how the allowance is treated within Diversity Sync’d.
Review the selected type before saving the allowance.
For default allowances, the Type may already be configured and protected from editing.
6. Connect the Allowance to Xero
You can map a Diversity Sync’d allowance to a corresponding Xero allowance.
Open the allowance you want to configure.
Locate the (Xero) Allowance field.
Click Select Allowance.
Review the available Xero allowances.
Select the appropriate allowance.
Click Save.
The available Xero allowances are loaded from the selected Xero account.
Make sure the correct Xero account is selected before configuring the mapping.
7. Select the Xero Allowance
Open the (Xero) Allowance dropdown to review the available Xero allowances.
Click Select Allowance.
Review the available options.
Select the Xero allowance that matches the Diversity Sync’d allowance.
Click Save.
If you do not want to assign the allowance to Xero, select None where available.
If None is the only option displayed, check that the correct Xero account is connected and that the required allowance is available in Xero.
8. Make an Allowance Requestable
Where available, use the Requestable setting to control whether staff can request the allowance from their dashboard.
When Requestable is enabled, staff can request the allowance using the available dashboard workflow.
Review this setting before saving the allowance.
Some default allowances may have this option restricted depending on how the allowance is configured.
9. Edit an Existing Allowance
To review or edit an allowance:
Locate the allowance in the list.
Open the available actions for that allowance.
Select the edit option.
Review the allowance details.
Update the available settings as required.
Click Save.
For a default allowance, Diversity Sync’d displays a message explaining that the allowance cannot be renamed or deleted.
The Name and other protected fields may be disabled.
You can still map the default allowance to a Xero allowance using the (Xero) Allowance field.
10. Change the Xero Allowance Assignment
If an allowance is connected to the wrong Xero allowance:
Open the allowance.
Review the current (Xero) Allowance assignment.
Open the dropdown.
Select the correct Xero allowance.
Click Save.
Changing the assignment updates the Xero mapping only.
It does not create a new Diversity Sync’d allowance.
11. Remove the Xero Allowance Assignment
If an allowance should no longer be mapped to Xero:
Open the allowance.
Open the (Xero) Allowance dropdown.
Select None, where available.
Click Save.
Removing the Xero assignment only removes the connection between the Diversity Sync’d allowance and Xero.
It does not delete the allowance from Diversity Sync’d.
Default allowances also remain available after their Xero mapping is removed.
12. What if an Allowance is Unavailable
If the Xero allowance you need does not appear in the (Xero) Allowance dropdown:
Confirm that the correct Xero account is selected.
Confirm that the required Xero organisation is still connected.
Check that the required allowance exists in Xero.
Refresh the page if required.
Return to Finance > Xero > Allowances.
Open the allowance and check the (Xero) Allowance dropdown again.
If only None is displayed, the selected Xero account may not currently have an available allowance that can be mapped.
Default Diversity Sync’d allowances should remain available even when they have no Xero allowance assigned.
13. Confirm the Xero Allowance is Ready
After configuring the allowance:
Return to the Allowances list.
Locate the allowance.
Review the (Xero) Allowance column.
Confirm that the expected Xero allowance is displayed.
Review any other allowance settings that apply.
If the column shows Not Assigned, the Diversity Sync’d allowance is not currently mapped to a Xero allowance.
Important Notes
Default allowances cannot be renamed or deleted.
Default allowances remain available for Xero mapping.
A default allowance may display protected or disabled fields when opened.
Custom allowances can be edited using the available allowance actions.
The (Xero) Allowance field controls the mapping between the Diversity Sync’d allowance and Xero.
The available Xero allowances depend on the selected Xero account.
Selecting None removes the Xero assignment but does not delete the Diversity Sync’d allowance.
Avoid creating duplicate allowances when an appropriate default or custom allowance already exists.
Confirm that the correct Xero account is selected before changing allowance mappings.
Troubleshooting
I cannot rename or delete a default allowance
This is expected behaviour.
Default allowances are protected in Diversity Sync’d and cannot be renamed or deleted.
You can still use the (Xero) Allowance field to map the default allowance to Xero.
The Xero Allowance dropdown only shows None
Confirm that:
The correct Xero account is selected.
The required Xero organisation is connected.
The required allowance exists in Xero.
Xero payroll information is available to Diversity Sync’d.
If required, go to Admin > Integrations > Xero and review the connected organisation before trying again.
The wrong Xero allowance is assigned
Open the affected allowance.
Review the (Xero) Allowance field.
Select the correct Xero allowance.
Click Save.
Confirm that the updated assignment appears in the allowance list.
An allowance shows Not Assigned
Not Assigned means the Diversity Sync’d allowance is not currently mapped to a Xero allowance.
Open the allowance and use the (Xero) Allowance field to select an available Xero allowance.
An allowance is missing
Search the Allowances list.
Check whether the allowance already exists under another name.
Confirm that you are viewing the correct Xero account.
Refresh the page.
Do not recreate a protected default allowance if it should already exist.
I removed the Xero assignment but the allowance still exists
This is expected.
Selecting None only removes the Xero mapping.
The Diversity Sync’d allowance remains available.
Xero allowance information is not loading
Go to Admin > Integrations > Xero.
Confirm that the required Xero organisation is connected.
Reconnect or reauthorise the organisation if required.
Return to Finance > Xero > Allowances.
Refresh the page and try again.