Xero System Configuration - Revision history

Cienna: /* Adding Leave Accruals */

2023-09-08T06:47:34Z

Adding Leave Accruals

← Older revision		Revision as of 06:47, 8 September 2023
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	[[File:Back-button-new.png\|link=Linking Wageloch with Xero]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Xero ~~System Configuration~~]]		[[File:Back-button-new.png\|link=Linking Wageloch with Xero]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Xero Payroll Mappings]]

Cienna: /* Adding Leave Accruals */

2023-09-08T06:46:54Z

Adding Leave Accruals

← Older revision		Revision as of 06:46, 8 September 2023
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	[[File:Back-button-new.png\|link=Xero ~~Integration~~]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Xero System Configuration]]		[[File:Back-button-new.png\|link=Linking Wageloch with Xero]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Xero System Configuration]]

Cienna: /* Adding Leave Accruals */

2023-09-08T06:44:17Z

Adding Leave Accruals

← Older revision		Revision as of 06:44, 8 September 2023
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	[[File:Xero-leave-assign.png\|450px]] [[File:Xero-default-leave (1).png\|560px]]		[[File:Xero-leave-assign.png\|450px]] [[File:Xero-default-leave (1).png\|560px]]




			[[File:Back-button-new.png\|link=Xero Integration]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Xero System Configuration]]

Cienna at 04:09, 8 August 2023

2023-08-08T04:09:45Z

← Older revision		Revision as of 04:09, 8 August 2023
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	~~<font size="+2"><i>Currently in development</i></font>~~


	=Tracking Categories=		=Tracking Categories=
	Having Xero's tracking categories set up is crucial for Wageloch to be able to export timesheets through - this can be a very simple configuration to get the hours into the system, or more detailed to help with cost journalling.		Having Xero's tracking categories set up is crucial for Wageloch to be able to export timesheets through - this can be a very simple configuration to get the hours into the system, or more detailed to help with cost journalling.

Cienna: /* Adding Leave Accruals */

2023-08-08T04:09:28Z

Adding Leave Accruals

← Older revision		Revision as of 04:09, 8 August 2023
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	If you've not added in the default leave types (Annual and Personal/Carer's) it's really common to receive an error saying "this leave type needs to be assigned to the employee in Xero".		If you've not added in the default leave types (Annual and Personal/Carer's) it's really common to receive an error saying "this leave type needs to be assigned to the employee in Xero".
	Compassionate leave is another that is regularly missed.		Compassionate leave is another that is regularly missed.
			[[File:Xero-leave-setup.png\|right\|300px]]

	* Click on the Payroll menu and select Employees.		* Click on the Payroll menu and select Employees.
	* Open the staff card of the employee eligible for leave accruals		* Open the staff card of the employee eligible for leave accruals
	* Click on the Leave tab		* Click on the Leave tab
	* Click on the option for Add Default ~~Type~~		* Click on the option for Add Default Leave Types.
	* ~~Select~~ Annual Leave and ~~follow the steps for accrual, opening values and paid out~~.		* This will automatically add in Annual Leave and Personal/Carer's Leave with a balance of zero.
	* ~~Save~~ to ~~finish~~.		* Click on the leave type to check the details.
	* ~~Repeat for Personal/Carer's Leave~~.		* Check the calculation method and whether the leave type is paid out on termination.
	* Save to finish.		* Save to finish.


	~~<b><<<screenshots here>>></b>~~		You can use the Assign Leave Type button to add in other leave types such as Bereavement, Compassionate, Long Service Leave and more.


			[[File:Xero-leave-assign.png\|450px]] [[File:Xero-default-leave (1).png\|560px]]

Cienna: /* Leave Loading Entitlement */

2023-08-08T04:00:05Z

Leave Loading Entitlement

← Older revision		Revision as of 04:00, 8 August 2023
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	=Leave Loading Entitlement=		=Leave Loading Entitlement=
			[[File:Xero-staff-taxes.png\|right\|300px]]
	Leave loading entitlements can work in two ways when it comes to transferring hours through timesheets; either managed by Xero or managed by Wageloch.		Leave loading entitlements can work in two ways when it comes to transferring hours through timesheets; either managed by Xero or managed by Wageloch.

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	This will now calculate standard 17.5% leave loading on any accruals, and leave loading will not be visible in Wageloch reports or budgets.		This will now calculate standard 17.5% leave loading on any accruals, and leave loading will not be visible in Wageloch reports or budgets.

	~~<b><<<screenshot here>>></b>~~

	===Managed by Wageloch===		===Managed by Wageloch===
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	* Create a pay item in Xero for Leave Loading at 0.175x (see [[Xero_System_Configuration#Multiplier_Pay_Items\|Xero System Configuration]])		* Create a pay item in Xero for Leave Loading at 0.175x (see [[Xero_System_Configuration#Multiplier_Pay_Items\|Xero System Configuration]])
	* In Wageloch, head into your [Xero Payroll Mappings\|payroll mappings].		* In Wageloch, head into your [[Xero Payroll Mappings\|payroll mappings]].
	* Select each relevant pay group who requires leave loading.		* Select each relevant pay group who requires leave loading.
	* Link the Leave Loading timesheet column to the Leave Loading Xero pay item.		* Link the Leave Loading timesheet column to the Leave Loading Xero pay item.
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	Leave Loading will be visible in any reports, timesheets and budgets.		Leave Loading will be visible in any reports, timesheets and budgets.


	~~<b><<<screenshot here>>></b>~~

	=Adding Leave Accruals=		=Adding Leave Accruals=

Cienna: /* Pay Templates */

2023-08-08T03:57:11Z

Pay Templates

← Older revision		Revision as of 03:57, 8 August 2023
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	~~<b><<<screenshot here>>></b>~~		[[File:Xero-pay-template.png\|800px]]

	=Leave Loading Entitlement=		=Leave Loading Entitlement=

Cienna: /* Pay Items */

2023-08-08T03:56:31Z

Pay Items

← Older revision		Revision as of 03:56, 8 August 2023
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	<b>NOTE:</b> Due to Xero system limitations we cannot write timesheet hours into Fixed Amounts and any unit type for any pay item must be Hours.		<b>NOTE:</b> Due to Xero system limitations we cannot write timesheet hours into Fixed Amounts and any unit type for any pay item must be Hours.

			[[File:Xero-rate-types.png]]


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	===Multiplier Pay Items===		===Multiplier Pay Items===
			[[File:Xero-create-x-item.png\|right\|325px]]
	In this example we'll be setting up a standard penalty rate of pay, being weekend hours. The same steps can be completed with overtime and allowance category types.		In this example we'll be setting up a standard penalty rate of pay, being weekend hours. The same steps can be completed with overtime and allowance category types.

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	* Select Payroll Settings and the Pay Items tab.		* Select Payroll Settings and the Pay Items tab.
	* Click Add in the top right and select Ordinary Hours		* Click Add in the top right and select Ordinary Hours


	~~<b><<<screenshot here>>></b>~~

	* Give the pay item a name (i.e. Saturday 1.25x)		* Give the pay item a name (i.e. Saturday 1.25x)
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	* Units will be set to Hours.		* Units will be set to Hours.
	* Select if the pay item is eligible for superannuation, taxation or leave accruals.		* Select if the pay item is eligible for superannuation, taxation or leave accruals.
	* ~~Save~~ to finish.		* Add to finish.


	~~<b><<<screenshot here>>></b>~~		[[File:Xero-pay-items.png\|800px]]

	===Rate Per Unit Pay Items===		===Rate Per Unit Pay Items===
			[[File:Xero-add-rpu.png\|right\|325px]]
	In this example we'll be setting up an elevated rate of pay for a supervisor. The same steps can be completed with overtime and allowance category types.		In this example we'll be setting up an elevated rate of pay for a supervisor. The same steps can be completed with overtime and allowance category types.

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	* Select Payroll Settings and the Pay Items tab.		* Select Payroll Settings and the Pay Items tab.
	* Click Add in the top right and select Ordinary Hours		* Click Add in the top right and select Ordinary Hours


	~~<b><<<screenshot here>>></b>~~

	* Give the pay item a name (i.e. Supervisor)		* Give the pay item a name (i.e. Supervisor)
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	* Units will be set to Hours.		* Units will be set to Hours.
	* Select if the pay item is eligible for superannuation, taxation or leave accruals.		* Select if the pay item is eligible for superannuation, taxation or leave accruals.
	* ~~Save~~ to finish.		* Add to finish.


	~~<b><<<screenshot here>>></b>~~		[[File:Xero-pay-items.png\|800px]]

	=Pay Templates=		=Pay Templates=

Cienna: /* Detailed Category Creation */

2023-08-08T03:49:26Z

Detailed Category Creation

← Older revision		Revision as of 03:49, 8 August 2023
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	* Select Advanced Settings from the bottom of the screen.		* Select Advanced Settings from the bottom of the screen.
	* Select Tracking Categories.		* Select Tracking Categories.
	* If no categories are present, click Add.

			[[File:Xero-Settings.png\|180px]] [[File:Xero-advance-settings.png\|790px]] [[File:Xero-tracking.png\|330px]]

			* If no categories are present, click Add Tracking Category
	* Call this category whatever you need; Job Codes, Departments, etc.		* Call this category whatever you need; Job Codes, Departments, etc.
	* ~~Click~~ Add ~~Option.~~		* Add a name for each option below according to the category name <i>(i.e. Jobs >> Job A, Job B, Job C or Departments >> FOH, BOH, Bar, Management.)</i>
	* Give this option a name according to the category name <i>(i.e. Jobs >> Job A, Job B, Job C or Departments >> FOH, BOH, Bar, Management.)</i>
	* Create as many options as required to meet your needs.		* Create as many options as required to meet your needs.
			* Click Save to finish.


	~~<b><<<screenshot here>>></b>~~		[[File:Xero-tracking-depts.png\|350px]]

	* Go into your payroll settings in Xero		* Go into your payroll settings in Xero
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	This setup is used when ~~we're~~ tracking job costings in Wageloch by departments or roles.		This setup is used when tracking job costings in Wageloch by departments or roles.


	~~<b><<<screenshot here>>></b>~~		[[File:Xero-assign-tracking.png\|750px]]

	=Pay Items=		=Pay Items=

Cienna: /* Basic Category Creation */

2023-08-08T03:20:06Z

Basic Category Creation

← Older revision		Revision as of 03:20, 8 August 2023
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	* Select Advanced Settings from the bottom of the screen.		* Select Advanced Settings from the bottom of the screen.
	* Select Tracking Categories.		* Select Tracking Categories.
	* If no categories are present, click Add.		<br>
	* Call this category Timesheets.
	* Click Add Option.
	* Call this option All Hours.


	~~<b><<<screenshot here>>></b>~~		[[File:Xero-Settings.png\|180px]] [[File:Xero-advance-settings.png\|790px]] [[File:Xero-tracking.png\|330px]]

			* If no categories are present, click Add Tracking Category.
			* Name this category Timesheets and add an option called All Hours.
			* Click Save to finish.


			[[File:Xero-add-tracking.png\|350px]] [[File:Xero-tracking-names.png\|370px]]


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	~~<b><<<screenshot here>>></b>~~		[[File:Xero-assign-tracking.png\|750px]]

	===Detailed Category Creation===		===Detailed Category Creation===