Quick reference guide for using the Xero integration in BundyPlus Cloud.
General Maintenance:
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Employee Import
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Manually Trigger Employee Import
- If employee import isn't automatically scheduled, a manual trigger is required.
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Create Employee in BundyPlus before Onboaring in Xero
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If employees are added in BundyPlus before payroll, ensure the three fields are exactly matched between BundyPlus and Xero
- First Name
- Last Name
- Employee ID (Ensure Payroll ID in BundyPlus matches this number - including any leading 0's)
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If employees are added in BundyPlus before payroll, ensure the three fields are exactly matched between BundyPlus and Xero
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Manually Trigger Employee Import
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Create/Edit Work rules
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Midnight rules (If applicable)
Used when employees clock over midnight.
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Midnight rules (If applicable)
- Assign Work rules to employee profiles
- Review Timesheets
- Edit clocking events within timesheets
- Updating Work rules
- Amending Pay Items - If you need to manually add pay items on an employees timesheet:
- Approving timesheets
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Export Payrun
- This will create drafted timesheets in the Xero Timesheets screen
- Important: If there is an existing timesheet created by an employee via the Xero Me app, then we will not export this timesheet.
- This will create drafted timesheets in the Xero Timesheets screen
Optional features to improve your BundyPlus Cloud experience
- Granting Mobile access
- Creating Groups
- Granting Supervisor access (Charges apply) - Check your subscription plan for details
- Assigning Supervisors to a group