8 / Export Pay Details From Smartly, Edit Draft In Xero & Approve

Export Pay Details From SmartPayroll

1. Open Smartly and login

3. In the Manual Export section, tick the first available box under Select

4. In the Initial Reference Number box type in "PPE" (Pay Period Ending) and then the PPE Date from the batch you just ticked, removing the "/"s eg PPE080522

5. Click the green Export button

Edit Draft In Xero & Approve

1. Log into Xero > Accounts > Purchases > Draft

2. Select the Smartly invoice that you just exported from Smartly

3. In the Amounts are field, select Tax Exclusive from the dropdown list options:

4. Select Add a new line:

5.  Input the information for the Management Wages and Salaries, as noted below:

6. Select Add a new line again:

7.  For the second line, input the information for the Wildhouse Wages and Salaries, as noted below:

8. Subtract the total of the Management Wages and Salaries line and the Wildhouse Wages and Salaries lines together from the Wages and Salaries line above them, in the field Unit Price. To do this, type '-' at the end of the figure displayed in the 'Unit Price' field, type in the figure and press Enter on your keyboard 

9. Check that the Total field at the top right...

10. Select the green Approve button at the bottom of the draft invoice