Flowsite enables teams to connect Dashpivot timesheet data with Xero project tracking categories for accurate labour cost reporting and project-based financial analysis. This integration allows users to allocate timesheet hours against tracking items in Xero, helping businesses generate more accurate profit and loss reporting that includes labour costs. It is designed for teams using Dashpivot, Flowsite, and Xero to manage operational and financial workflows.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Workflow Automation
Device Type: Computer/Browser
Subscription: Dashpivot, Flowsite, Xero
Step-by-Step Instructions
Ensure the tracking category or tracking item has been set up in Xero.
Ensure a corresponding list exists in Dashpivot with all items matching exactly.
Switch on Payroll Categories by navigating to Payroll > Payroll Settings > Payroll Categories, then link it to the tracking category.
Map the Dashpivot timesheet column containing the tracking items within your Flowsite Xero timesheet flow.
Notes
Matching items between Dashpivot and Xero must be identical to ensure accurate mapping.
This setup enables project-level financial tracking, including labour costs.