UpSheets uses the Pay Items set up in Xero when uploading data so that Xero can determine the correct rate to use. This is generally contained in the Type field of your upload file.
If the Type in your file matches the name in Xero exactly, (e.g. 'Ordinary Hours', 'Overtime', etc) it will pass validation automatically. If not, a validation error will be given and you are given the option to edit it or create a mapping which will then automatically map the values going forward.
The following options may be used when importing a file into UpSheets:
- Include the Type in your file. This requires a column to be present in your file containing the Type (it is recommended this column is named type so it is identified autmatically). If used, every line must have a valid value in this column.
- Use the default Earnings Rate set for each Employee. This does not require a type column to be present in the file, but it does require all Employees to have a default Earnings Rate set for them in Xero.
- Select a default Earnings Rate. This does not require a type column to be present in the file and will apply the selected Earnings Rate to all records. This does not require an Earnings Rate column to be present in the file or set up against your employees.
- Use Smart Formulas Smart Formulas allow you to set rules to determine which Types should be used when. When used, a Type field is not required in your file, but rules must first be set up and start/end times are required - learn more.