Integration with Kashoo

In this guide you will complete the following steps:

  1. Configure Kashoo
  2. Export SimplePay Data to Kashoo
    1. Configure Kashoo
      1. In SimplePay to get started go to Add-Ons >> Kashoo >> Account Settings
      2. Press Connect with Kashoo button
      3. System will redirect to Kashoo, login with your Kashoo user details
      4. Kashoo will ask to allow access to SimplePay, Press Allow button and you will be redirected back to SimplePay.
      5. SimplePay- Kashoo connection will be established for 60 minutes, after that you will need to authenticate again.
      6. Load Account Settings page from sub menu.
      7. Accounts created at Kashoo will be available now in SimplePay Accounts Settings page
      8. Select appropriate accounts against the required heads and press Save Settings button.
    2. Export Your SimplePay Account Data to Kashoo.
      1. Load Export data page Add-Ons >> Kashoo >> Export Data.
      2. You can export SimplePay data to Kashoo by selecting pay period type and pay period end date/ date range.
      3. Select Due date (Payroll is exported in Kashoo as Bill, it is the due date for Bill)
      4. You can export Payroll and/or Taxes records (separate records for CRA, RQ and WSIB) in following formats
        1. Single Invoice for the pay period
        2. Separate Invoice for each employee in the pay period
        3. Invoice group by Expense Category for the pay period (Employees can be grouped in Expense Categories in Employee Setup page)
      5. Press Export to Kashoo button
      6. SimplePay will send Kashoo any transactions you've done since you've last closed your payroll period.
      7. Now the next time you log into Kashoo, Click on Expenses on left side bar and you will see a bill
      8. click on this Bill to view detailed transactions.