report on Staff days worked and wages from Xero then lodge on ACT long service leave portal
Preparation
- Locate your Xero account information.
- Ensure you have your username and password.
- Check for any two-factor authentication requirements.
- Confirm access permissions for reports.
- Find your username and password for the portal.
- Verify if you need a security token or code.
- Check for any recent changes in login procedure.
- Ensure your account is active and not locked.
- Review previous reports for reference.
- Consult with HR or payroll for accurate dates.
- Ensure alignment with company pay cycles.
- Document the start and end dates for clarity.
Extract Data from Xero
- Visit the Xero login page.
- Enter your email address and password.
- Click the 'Log in' button.
- Complete any two-factor authentication if prompted.
- Locate the main navigation menu.
- Select the 'Accounting' tab.
- Click on 'Reports' from the dropdown menu.
- Look for the 'Payroll' category within Reports.
- Click on 'Payroll' to view available reports.
- Identify the specific report for 'Staff Days Worked'.
- Select the report that includes 'Wages' information.
- Click on the report title to open it.
- Locate the date range filter within the report.
- Select the start date for the reporting period.
- Select the end date for the reporting period.
- Click 'Apply' to update the report.
- Click the 'Generate' button to create the report.
- Review the report data for completeness.
- Check for any discrepancies or errors.
- Locate the export options on the report page.
- Choose the desired format (CSV, PDF, etc.).
- Click the 'Export' button.
- Save the file to your preferred location.
Review Data
Prepare for Submission
- Verify employee names, dates, and hours worked.
- Check wage rates and total wages paid.
- Confirm any leave taken is accurately recorded.
- Include any relevant notes or comments.
- Follow the specified layout from the portal guidelines.
- Use the correct font size and type as instructed.
- Ensure all columns are correctly labeled.
- Review for any specific formatting requests.
- Choose a descriptive file name for easy identification.
- Select the appropriate file format (e.g., PDF, Excel).
- Store the file in a designated folder for submissions.
- Backup the report on a secondary storage option.
Use in Manifestly