Xero Payroll

This Xero course is ideal for individuals who have solid bookkeeping knowledge, have previously used Xero software and wish to expand on their Xero knowledge.

• Participants should have a practical understanding of Xero accounting software in the workplace, or have successfully completed the NBCC Xero for Beginners course.
• Prior to the course commencement all students must have set up their own access to Xero with access to authenticator. Students must have a smart phone in class to access the authenticator.

This course is delivered in one session.

Payroll Settings

• Understanding Payroll Settings
• Understanding Organisation
• Organisation Tab (Setup)
• Understanding Calendars
• Adding a Pay Calendar
• Understanding Holidays
• Understanding Payslips
• Understanding Superannuation
• Adding a Superannuation Fund
• Understanding Pay Items
• Adding an Earnings Rate
• Adding a Deduction Type
• Adding a Reimbursement Type
• Adding a Leave Type
• Adding Employees

Adding an Employee

• Adding Personal Details
• The Employment Tab Explained
• Completing the Employment Tab
• The Taxes Tab Explained
• Completing the Taxes Tab
• The Bank Accounts Tab Explained
• The Pay Template Explained
• Pay Template – Adding an Earnings Line
• Pay Template – Adding a Deduction Line
• Pay Template – Adding a Super Line
• Pay Template – Adding a Reimbursement Line
• The Opening Balances Tab Explained
• The Notes Tab Explained
• My Payroll
• Leave Entitlements

Understanding Leave Entitlements

• Adding Opening Leave Balances
• Adding Leave Accruals (Enter Rate Method)
• Adding Leave Accruals (Fixed Amount Method)
• Adding Leave Accruals (Variable Method)
• Adding Leave Applications
• Approving Leave Applications
• Timesheets

Understanding Timesheets

• Adding a Timesheet
• Save a Timesheet as a Template
• Adding a Timesheet Using Template
• Approving a Timesheet
• Reverting an Approved Timesheet
• Deleting an Approved timesheet
• Conducting a Pay Run

Understanding Pay Runs

• Commencing a Pay Run
• Pay Run Summary Screen
• Making Changes during a Pay Run
• Posting a Pay Run
• Sending Pay Slips
• Reconciling a Pay Run
• Payroll Reports

Understanding Payroll Reports

• Run A Payroll Report
• View & Filter Payroll Reports (Grouping)
• View & Filter Payroll Reports (Hide Columns)
• View & Filter Payroll Reports (Filter)
• Export Payroll Reports
• Print Payroll Reports
• Payroll Obligations

Understanding Payroll Obligations

• Paying PAYG Withholding
• Paying Superannuation
• Generate the Superannuation Accruals Report
• Paying Deductions
• Reconciling Obligation Payments
• Generating Payment Summaries