Xero Integration, Payroll & Invoicing
If you need assistance, please use the link that was provided to you during your Discovery Session or email us at onboarding@caremaster.com.au for any questions.
These videos are here to assist you in connecting your CareMaster to Xero to be able to complete your Payrun and Invoicing processes.
- We will begin by showing you how to connect to Xero and setup the required areas for a full integration.
- Next we will outline the full Payroll process.
- We will finish by showing you how to complete your Invoicing.
==Xero Integration==
| Xero Integration 2.0 | |
|---|---|
| Connect to Xero Part 1 | 1:19 |
| Xero Settings Part 2 Chart of accounts / Templates | 2:39 |
| Xero Settings Part 3 Earning Rates | 2:51 |
| Worker Linking Part 4 | 2:28 |
| Participant Contact linking Part 5 | 2:41 |
| Products and Services Part 6 | 2:05 |
| Tracking Categories Part 7 | 1:33 |
The First video is Xero Integration 2.0 - Connect to Xero
Online Resource - Connect to Xero
**Please note: When you Update Data from Xero, you will get an error if you have not added any data into the Worker details & Pay Frequencies sections within Xero
This video will walk you through connecting to Xero. This includes some Action Item’s to be completed before proceeding onto the next onboarding session.
The Second video is Xero Integration 2.0 - Xero Settings: Chart of Accounts and Invoice Templates
Online Resource - Chart of Accounts
This video will walk you through setting up your Chart of Accounts and Invoice Templates.
This includes some Action Item’s to be completed before proceeding onto the next onboarding session.
The Third video is Xero Integration 2.0 - Xero Settings: Earning Rates, Allowances & Update Xero Pay Items
This video will walk you through setting up your Award Earning rates, Award Allowances and Updating the Xero Pay Items settings.
This includes some Action Item’s to be completed before proceeding onto the next onboarding session.
Xero Integration setting 2 576x324
The Fourth video is Xero Integration 2.0 Worker Linking
Online Resources - Worker Linking
This video will walk you through connecting your Xero Workers to your CareMaster Workers and syncing their Calendar and Earning Rates.
The Fifth video is Xero Integration 2.0 Participant and Contacts Linking
Online Resource - Participants and Contact linking
This video will walk you through connecting your Xero Contacts to your CareMaster Participants for invoicing purposes.
The Sixth video is Xero Integration 2.0 Products and Services
Online Resource - Products and Services
This video will walk you through connecting your CareMaster line items to Products and Services in Xero for additional reporting purposes.
The Seventh video is Xero Integration 2.0 Tracking Categories
Online Resource - Tracking Categories
This video will walk you through connecting your Xero Tracking Categories to your CareMaster Service Organisations. This is used for comprehensive Xero reporting.
==Xero Payroll==
Online Resource - Xero Payroll Advanced Timesheets
| Xero Payroll 2.1 | |
|---|---|
| Checking Supports and Generating Timesheets | 2:36 |
| Approving and Updating Timesheets | 3:20 |
| Advanced Timesheets and Award Interpretation | 2:27 |
| Basic Timesheets | 2:12 |
| Approving Draft Timesheets in Xero | 1:21 |
| Creating a Draft Payrun in Xero | 1:20 |
| Adding Allowances in CareMaster | 2:01 |
The First video is Xero Integration 2.1 Checking Supports and Generating Timesheets
This video will walk you through marking your supports as checked and Generating missing timesheets.
The Second video is Xero Integration 2.1 Approving and Updating Timesheets
This video will walk you through approving and editing your workers Timesheets.
The Third video is Xero Integration 2.1 Advanced Timesheets and Award Interpretation
This video will walk you through the Advanced Timesheets section where the Award Interpretation is applied.
The Third video Part 2 is Xero Integration 2.1.3.1 Basic Timesheets
Basic Timesheets generate pays based on existing timesheets and will double pay if timesheets overlap.
Basic Timesheets only uses the Earning Rates for Ordinary rate, Afternoon Shift, Night Shift, Saturday, Sunday and Public Holidays.
*Basic Timesheets does not do:
-
SCHADS Award interpretation.
-
Children’s Services Award interpretation.
-
Overtime & broken shift calculations for timesheets.
The Fourth video is Xero Integration 2.1 Approving Draft Timesheets in Xero
This video will walk you through approving your draft timesheets in Xero.
The Fifth video is Xero Integration 2.1 Generating a Draft Pay Run
This video will walk you through how to generate a draft pay run in Xero
The Sixth video is Xero Integration 2.1 Adding Allowances in CareMaster
This video will walk you through how to add your workers Award Allowances in CareMaster.
==Xero Invoicing==
Online Resource - The Xero Invoice Process
| Xero Invoicing 2.2 | |
|---|---|
| Checking Supports Part 1 | 2:13 |
| Viewing and Generating Invoices Part 2 | 2:36 |
| Support Payments Tab part 3 | 1:50 |
The First video is Xero Invoicing 2.2 Checking Supports
This video will walk you through marking your supports as checked.
Xero Invoicing Part 1 (3).mp4 576x324
The Second video is Xero Invoicing 2.2 Viewing and Generating Invoices
This video will walk you through generating and viewing your invoices to send to Xero.
The Third video is Xero Invoicing 2.2 Support Payments Tab
This video will walk you through the xero reconciliation process and updating individual supports payment status.
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We are here to support your ongoing needs in many ways.
🗍 Search our document library for help on: Participant & Worker profile setup / Rostering tips and Best Practice Payroll and Invoicing processes for Financial Software Integration Raise or review a query or Contact us https://support.caremaster.com.au/
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