Paytouch + Xero setup guide

Pamela Calilung
Customer success manager Request support

Overview

Connect Paytouch and Xero to start syncing your daily sales transactions.

How it works

Connect Paytouch to Xero to automatically create accounting entries for your daily sales.

  • On a daily basis, the integration will sync a summary of your previous day’s sales data from Paytouch into Xero generating an invoice.
  • You can customise your preferred sales summary format choosing between Summarised, Categorised or by Product.
  • Captures all payments transactions including gift cards, tips and taxes.

Before you start

How to setup the integration

Go to the Amaka Integrations page and click the New Integration button.

  1. Select the Paytouch + Xero integration to start the setup wizard.
  2. Follow the wizard to authenticate your Paytouch and Xero accounts.
  3. Choose your preferred setup method: Express, Advanced or Guided.
  4. Choose the features that you wish to enable:
    Sales
    : Sync your daily sales transactions into Xero.
  5. Choose the invoices breakdown:
    Summarise into one invoice
    : Sales from all activated locations will sync to one invoice.
    Split invoices by location
    : One invoice for each activated location.
  6. Select which locations you want to sync.
  7. Choose your preferred sales invoice format:
    Summarised
    : Sales totals into an invoice including, tips, fees taxes and more.
    Categorised
    : The invoice will have a line item for each category of products sold.
    Products
    : The invoice will have a line item for each product sold.
    Categorised
    Summarised
    Products
  8. Follow the steps of the wizard and reach the Scheduler setup.
Express setup

The integration will automatically map sales and payments from Paytouch into Xero by creating the following default accounts:

Account and code mapping
Paytouch accountXero accountAccount typeCode
Paytouch Sales (Taxable)Paytouch Sales (Taxable)RevenuePT-20000
Paytouch Sales (Tax Free)Paytouch Sales (Tax Free)RevenuePT-20001
Paytouch Discounts (Taxable)Paytouch Discounts (Taxable)RevenuePT-20002
Paytouch Discounts (Tax Free)Paytouch Discounts (Tax Free)RevenuePT-20003
Paytouch Surcharges (Taxable)Paytouch Surcharges (Taxable)RevenuePT-20004
Paytouch Surcharges (Tax Free)Paytouch Surcharges (Tax Free)RevenuePT-20005
Paytouch FeesPaytouch FeesExpensePT-30000
TipsPaytouch TipsCurrent LiabilityPT-80000
Gift CardPaytouch Gift CardCurrent LiabilityPT-80001
CashPaytouch Cash ClearingCurrent AssetPT-60000
Card PaymentsPaytouch Credit/Debit ClearingCurrent AssetPT-60001
All Other Payment TypesPaytouch Other Payment ClearingCurrent AssetPT-60002
RefundsPaytouch Credit/Debit ClearingCurrent AssetPT-60001
TAX Mapping by country

Scroll horizontally to browse TAX mapping for more countries.

PaytouchXeroAUNZUKUSASGZAGlobal
Paytouch Sales (Taxable)Paytouch Sales (Taxable)GST on IncomeGST on Income20% (VAT on Income)Tax on SalesStandard-Rated SuppliesStandard Rate SalesTax on Sales
Paytouch Sales (Tax Free)Paytouch Sales (Tax Free)GST Free IncomeZero RatedZero Rated IncomeTax ExemptZero-Rated SuppliesNo VATTax Exempt
Paytouch Discounts (Taxable)Paytouch Discounts (Taxable)GST on IncomeGST on Income20% (VAT on Income)Tax on SalesStandard-Rated SuppliesStandard Rate SalesTax on Sales
Paytouch Discounts (Tax Free)Paytouch Discounts (Tax Free)GST Free IncomeZero RatedZero Rated IncomeTax ExemptZero-Rated SuppliesNo VATTax Exempt
Paytouch Surcharges (Taxable)Paytouch Surcharges (Taxable)GST on IncomeGST on Income20% (VAT on Income)Tax on SalesStandard-Rated SuppliesStandard Rate SalesTax on Sales
Paytouch Surcharges (Tax Free)Paytouch Surcharges (Tax Free)GST Free IncomeZero RatedZero Rated IncomeTax ExemptZero-Rated SuppliesNo VATTax Exempt
Paytouch FeesPaytouch FeesGST on ExpenseGST on Expense20% (VAT on Expenses)Tax on PurchasesStandard-Rated PurchasesStandard Rate PurchasesTax on Purchases
TipsPaytouch TipsBAS ExcludedNo GSTNo VATTax ExemptNo TaxNo VATTax Exempt
Gift CardPaytouch Gift CardBAS ExcludedNo GSTNo VATTax ExemptNo TaxNo VATTax Exempt
AdjustmentPaytouch Sales (Tax Free)GST Free IncomeNo GSTNo VATTax ExemptNo TaxNo VATTax Exempt
Advanced setup

The advanced setup will allow you to choose your own custom mapping in relation to sales in Paytouch.

Recommended for professional bookkeepers and accountants.
Guided setup

Guided setup where you can schedule a call with one of our integration experts that will guide you through the setup.

Schedule a call now

Scheduler

The scheduler allows you to select the date you want to start syncing Paytouch transactions to your Xero file.

  • The Advanced settings will give you an option to change the timezone. By default, the timezone is set to your browser’s timezone.
Amaka scheduler

Need any help?
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