Question 1

How do I view uploaded Timesheets, Leave, Adjustments or Projects in Xero?

Accepted Answer

After validating or uploading your file, you can open the transaction is Xero by clicking the appropriate button under 'View in Xero'

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For NZ and UK organisations, most transactions can be viewed in Xero by clicking on the link in the transaction type column when viewing the upload data.

If you need to make changes in Xero, you can then retry the validation on the current file by clicking 3 : Validate Data in the top of the screen or in the Revalidate button.

Question 2

How are Leave hours allocated over multiple pay periods?

Accepted Answer

It is possible for a Leave request to span multiple pay periods, however only the total hours are provided in the file.

In order to allocate the hours to multiple periods, the total number of hours are split evenly between each period (in whole hours). If there are any additional hours they are allocated to the total of the first period.

Example 1 - Single Pay Period, 10 Hours

Period one: 01-Jan-2019 to 06-Jan-2019 / 10 Hours

Example 2 - Two Pay Periods, 20 Hours

Period one: 01-Jan-2019 to 06-Jan-2019 / 10 Hours

Period two: 07-Jan-2019 to 13-Jan-2019 / 10 Hours

Example 3 - Three Pay Periods, 20 Hours

Period one: 01-Jan-2019 to 06-Jan-2019 / 8 Hours (This record has the additional 2 hours allocated)

Period two: 07-Jan-2019 to 13-Jan-2019 / 6 Hours

Period two: 14-Jan-2019 to 20-Jan-2019 / 6 Hours

Question 3

How do I add the Pay Runs for the Timesheets I have uploaded?

Accepted Answer

After your upload is completed, you have the option to select any Pay Runs that the timesheets will be contained in and Add them.

To do so, just click the Add Pay Runs button:

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Select the Pay Runs you wish to add and click Add Pay Runs:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/TYlXO9EIGo/Screen%20Shot%202020-08-24%20at%2010.40.15%20pm.png (Screen Shot 2020-08-24 at 10.40.15 pm.png)

A confirmation message will be displayed and the Pay Runs will be available in Xero.

To view them immediately - you Can click the View in Xero: Pay Run button to open Xero in a new window.