Finance
Documentation on managing billing, invoicing, plan budgets, and financial workflows within Diversity Sync’d. This section helps teams stay compliant, monitor spending, and keep financial operations running smoothly.
8 articles
Xero
Guides for setting up and managing your Xero integration. Includes connecting your Xero account, syncing invoices, resolving errors, and keeping your financial data aligned between both systems.
Sync Xero TimesheetsSync staff timesheets from Diversity Sync’d to Xero for accurate payroll. Learn how to select the correct pay calendar, verify employment types, and send timesheets individually or in bulk, with…
Connect Xero AllowancesSet up and sync your Xero allowance pay items with Diversity Sync’d for accurate payroll processing. This section covers creating allowances, assigning Xero pay items, and resolving sync issues to…
Assign Xero Pay Items to Shift Pay RatesSet up accurate payroll syncing by mapping your Xero pay items to each shift pay rate in Diversity Sync’d. This section explains authentication requirements, pay rate assignment, and how to…
Create & Edit Pay CalendarsSet up and manage pay calendars in Diversity Sync’d to ensure accurate payroll and seamless Xero syncing. This section covers creating new calendars, editing existing ones, and aligning periods and…
Finance Leave TypesCreate custom leave types in Diversity Sync’d for staff leave requests and optionally map them to Xero leave types. This section covers creating new leave types, managing them in Finance,…
Syncing Staff With Xero AccountIn this article, you will be equipped with the simple steps to sync your Diversity Sync'd staff with the correct Xero account.
Diversity Sync’d Payments
Information on how we bill your organisation for using Diversity Sync’d. Covers subscription charges, invoicing schedules, payment methods, understanding your billing cycle, and how to update your account details.
Save a Payment MethodAdd or update your card using the secure Stripe Customer Portal. This section explains how to access the Billing Portal from the Admin area and manage your saved payment methods…
Card AuthorizationLearn how Diversity Sync’d uses a small, temporary authorization charge to verify card validity and protect against fraud. This section explains why the charge occurs, how Stripe processes it, and…