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Setup Xero payroll (only Australia)

Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.

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Step 1.

Setup in Xero

Set up a Pay Calendar in Xero. The Pay Calendar dictates when a Pay Run can be scheduled for. Define Pay Items and specifically Earnings rates. Set up an Employee including setting a Pay Calendar. Create a Pay Run.

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Step 2.

Setup in Tidy

Re-authorise Tidy with Xero.

In the Xero Setup area under the Global settings click Disconnect if already connected.

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Step 3.

Then, reconnect to Xero, entering your Xero email address and password details when prompted.

This is necessary because Xero Payroll needs more access permissions than previously required.

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Step 4.

Configure Payroll settings in the Payroll tab under Xero in Global settings.

Standard Hours determines the maximum number of standard hours before a selected overtime rate starts.

Standard Hours Period determines that the maximum number of standard hours is counted on a per week basis, or the period defined by the Pay Run selected at the time of export.

Earnings rules determine when and which rates will be used when exporting to Xero. Tick the appropriate day of the week and start and end times for which the rate rule applies. Then select the standardrate and the overtime rate to use whenever that rule applies.

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Step 5.

Configure Users in Global Settings > Users > Edit > Employment Contract.

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Step 6.

Map the Tidy user to a Xero employee. Optionally set an overtime rate to use for this user which will be used instead of the rates set in the Earnings rules earlier.

Export a Payroll Batch in Reporting > Payroll.

Filter the time entries to those only that match the period of the Xero pay run.

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Step 7.

Select the time writers to export.

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Step 8.

Optionally filter the projects for which time is exported for.

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Step 9.

Select Export to: Xero Payroll.

Select the output Pay Run period. The Pay Run must have been created in Xero prior for it to show in this drop-down list.

Select whether to export to Draft or Approved timesheets. The Approved will only be available if enabled in Global Settings > Xero > Payroll.

Click the Generate button.

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Step 10.

Tidy will create timesheets in Xero for the period that matches the selected Pay Run. Then from within Xero, the timesheets can be selectively included in a Pay Run to create Pay Slips.

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Step 11.

Note, you can later export more approved time to Xero Payroll. This must first be allowed in Global Settings > Xero > Payroll. If a timesheet already exists in Xero, Tidy will do it's best to take into account the number of standard hours already posted in the timesheet when calculating if overtime rates should kick in.

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Setup

Set up your account in the global settings of Tidy

Set up my console

The my console screen allows you to create reports on time, material, and expense entries.

Set up resource dashboard

This tab is visible to Resource administrators. The resource dashboard allows you to track your resources in one place.

Set up Microsoft project integration

This add-in is only available on Project plans 3 and 5, and Project Professional 2019. This add-in enables you to easily import resources from Tidy into Microsoft Project and export your projects and resources from Microsoft Project into Tidy.

Set up manager dashboard

This tab is visible to Project managers. The manager dashboard allows you to track your business performance in one place.

How to subscribe to TidyWork

This guide explains how to subscribe to TidyWork.

Setup Xero payroll (only Australia)

Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.

Set up Xero

TidyWork can connect with specific materials/freight accounts in Xero to help you better manage your business.

Set up users actions on behalf

This can be used to get a complete view of the project, even if not all resources are using TidyWork to enter their time and materials.

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Set up a customer portal

The Customer Portal is where your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.

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This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.

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Set up currencies

Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.

Set up your company settings

The company tab allows you to fill out all necessary information about your company, including employment contracts, sales and purchases, quotes/ proposals, etc.

Set up your expenses

Expense categories and expense types are used to populate drop down lists within Expense entry. They are required information and must be selected when entering an expense against a project.

Set up your project groups

Project groups are used to populate a drop-down list available when creating and editing a new project. This is required information. These groups are then used to group your projects when they are displayed on the heat map and dashboards.

Set up your sales tax

The Sales tax tab allows you to add any sales tax options relevant to your business. You can add as many as you need. These values can also be mapped back to Xero.

Set up your custom templates

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