Introduction 1
What You Can Do In A Day 1
Foolish Assumptions 2
Icons Used in This Book 2
Chapter 1: Navigating Payroll Basics 3
Gathering Payroll Information 4
Payroll information 4
Employee information 4
Setting Up Contacts, Accounts and Tracking Categories 5
Payroll contacts 5
Payroll accounts 5
Payroll Tracking Categories 6
Accessing Payroll for the First Time 6
Chapter 2: Defining Payroll Settings 9
Organising General Settings 9
Setting Up Pay Slip Options 12
Setting Up Pay Items 12
Earnings Pay Item for direct cost staff 13
Earnings Pay Item for overhead cost staff 14
Overtime Pay Items 15
Deduction Pay Items 15
Reimbursements Pay Items 16
Annual Leave Pay Items 17
Personal/Carer's Leave Pay Items 18
Deleting a Pay Item 18
Setting Up Payroll Calendars 18
Monthly calendars 19
Fortnightly calendars 20
Editing a Payroll Calendar 20
Deleting a Payroll Calendar 21
Chapter 3: Expanding Your Staff: Setting up Employees 23
Setting Up Personal and Contact Details 24
Entering Employment and Superannuation Membership Details 25
Taking a Look at Tax Declaration Details 28
Recording Bank Account Details 30
Chapter 4: Defining Pay Template Settings and Processing Payroll 33
Adding Earnings Pay Items 33
Adding a Deduction Pay Item 34
Adding a Superannuation Pay Item 35
Adding Reimbursement Pay Items 36
Adding Annual Leave 36
Adding Personal/Carer's Leave 37
Deleting an Item from the Pay Template 37
Processing a Pay Run 38
Getting comfy with employee timesheets 38
Working through a pay run 39
Creating a draft invoice 41
Chapter 5: Mastering More Advanced Payroll Functions 43
Learning about Advanced Payroll Functions 43
Entering Opening Balances 44
Publishing a Payment Summary 46
Connecting with Contacts While You're Cruising 48
Inviting Employees to Access their Portal 48
Exploring the employee portal 49
Applying for leave via the Employee Portal 51
Submitting a timesheet via the Employee Portal 52
Paying Pay Run Liabilities 54
Processing superannuation liability 54
Setting up the Automatic Superannuation Payments feature 55
Processing PAYG Withholding liability 56
Understanding Superannuation 57
Adding a regulated superannuation fund 57
Adding a self-managed superannuation fund (SMSF) 58
Editing and deleting a superannuation fund 58
Chapter 6: Where to Go from Here 61
Finding Out How to Use Xero 61
Say 'Hello' to the Xero Community 62
Visit dummiescom 62
