---
title: "User Guide: Xero Basic Timesheet Checklist"
description: "Preparation and Setup"
canonical_url: "https://support.caremaster.com.au/articles/user-guide-xero-basic-timesheet-checklist-GJxAspmH82"
md_url: "https://support.caremaster.com.au/articles/user-guide-xero-basic-timesheet-checklist-GJxAspmH82.md"
---
# User Guide: Xero Basic Timesheet Checklist

Preparation and Setup

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###  Review Permissions – Sign in as Admin

Admin → Access Permissions

One off action - a System Administer will need to complete this process

 

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### Employee Information Card setup with Pay Value

Staff/Volunteers → Employment Information

One off action - a System Administer will need to complete this process

Employment Basis

Employment Classification

Pay Band

Allowances i.e. First Aid

 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628229/original/oCP7JtdJw8CxW8fGLmdi12P7PieyTxop1A.png?1696914208 " =155x")

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 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628231/original/qLltgZyqOT5L5YOg9jeOM4hvUpQa6xfe8Q.png?1696914208 " =353x")

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### Review – Check Supports

Supports → All

Tick supports as Checked 

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 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628238/original/OmHxSXQIkuMtY8dtgSDor7BWz22ID7ErTg.png?1696914208 " =458x")

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### Generate Missing Timesheets

Supports → All

Filter by date

Generate Missing Timesheets

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### Approve Timesheets

Staff/Volunteers → Timesheets

Filter by date

Approve Selected or Approve All Filtered

 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628241/original/uAf4Z6DPBH-YCNddTdorVAwNwPgvrpVlIQ.png?1696914209 " =459x")

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## Basic Timesheet

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### Basic Timesheets

Admin → Integrations → Xero → Basic Timesheets 

Review Rate paid i.e. Supports between 9am and 8pm Monday to Friday  should be paid under Ordinary Hours

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628240/original/-4v2qxGVaKiwJynxQR_2mlmEBd9HzbBvTg.png?1696914208 " =353x")

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If an update is required, go to Admin → Integrations → Xero → Earning Rates - a System Administer will need to complete this process

 

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## Send to Xero

Select the Timesheets

Individually and Send Selected

Or Send All Pending

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 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628242/original/pmKq4O1DGSqSUifau6QcNfAxGwtKAk5MxQ.png?1696914209 " =458x")

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## Login to Xero

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### Approve Timesheet in Xero

Review Timesheets and Approve 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628239/original/Plo_xBT5Nwe4kvoFsOYsEwjwoOchohaSMA.png?1696914208 " =458x")

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## Login to CareMaster to add Allowances

### Edit Draft Payrun

Admin → Integrations → Xero → Payrun and Allowances

Only Draft payruns can be edited

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 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628234/original/auGP4445D-X5VbkwURURtNUltlW79elJHg.png?1696914208 " =458x")

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### Suggest Allowances

Select each staff member, edit and click Suggest Allowances 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628236/original/7iqPE3CHXip4qlVaeJoc7o5_s6BAJZQxZQ.png?1696914208 " =458x")

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Then Save and repeat the process for all staff

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If you are clicking Suggest Allowances and no allowances are being applied when they should be, \n - ensure data has been synced from Xero by clicking Update Data from Xero on the Xero Dashboard

\- check the Earnings Rate Allowances Assignments are set under Admin > Integrations > Xero > Settings

\- if the worker is not under an Award the allowances will need to be manually added.

\- if the worker is under an award but not linked to an Award, they can be linked to the Award under the Employment Information section of the staff profile.

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### Post Payrun ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125628235/original/DeCL7DL-R_Kd7Kg95aNGqQvn8pwbL25isA.png?1696914208 " =394x")

Press Post Pay Run in CareMaster or Xero