Export claims directly to your payroll system using the standardized PAXml file format. Follow the steps below to activate the integration, map user IDs, and run exports.
1. Activate the Payroll Integration
Admins and Bookkeepers can activate the integration directly in the Zevoy Hub. Here's how to do it:
Go to Settings > Export & Integrations.
Locate the Payroll Integration card and click Activate.
Review and complete your organization details:
Organisation ID
Company Name.
Select your Payment Method preference:
Choose whether to generate only a PAXml file or both a PAXml file and a standard payment file.
Toggle Activate payroll integration and click Save.
2. Add Payroll IDs to Users
To ensure claims map correctly to individual employees in your payroll system, add a Payroll ID to each user profile.
Go to Users in the main navigation.
Click on a user's name and select the Payment details tab.
Enter the employee's unique ID in the Payroll ID field.
Save the profile changes.
3. Export Claims to Payroll
Once enabled, PAXml appears as an export option alongside the Bookkeeping export.
Go to Claims and select the Export queue tab.
Select the approved expense claims you want to export.
Click Export in the bottom right corner.
Select Payroll (PAXml) or Bookkeeping or choose Run all of the above.
Each PAXml export produces two downloadable items:
An XML file in PAXml format to import into your payroll software.
A PDF summary report detailing the exported claims.
