Finance
HQ timesheets, leave and employee records for Finance and administrators.Refunds
Approve or decline order refunds and proposed RMA account credits in one Finance queue| Order | Account & customer | Method | Amount | Raised / authorised | Status | |
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Order refunds and RMA account credits are approved or declined here. Other RMA outcomes link to their case.
Possible Woo/Xero duplicates
A legacy WooCommerce order and its Xero-pushed invoice, matched on invoice number and customer| Woo order # | Xero invoice # | Contact | Totals (Xero / Woo) | Delta | Actions |
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Unmatched payments
Stripe receipts needing invoice or collection evidence| Date | Customer | Amount | What is missing | |
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Collected payments - Xero follow-up
Loading...| Date | Customer / invoice | Collected amount | Xero follow-up | |
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Staff
HR-private - Finance and admins only| Name | Role | Department | Standard hours | |
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Sales Targets
Dashed amounts are copied suggestions, not saved targets. Use Save on each row to include it in this month's total.
Tab counts show requests awaiting Operations Review. Company closures expand by person; each request keeps its own approval.
Leave sign-off
Approve once to add leave to the Operations calendar and Timesheets and notify the employee.| Person | Type | Dates | Days | Authorised reviewer | |
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Leave requests
HQ request register, newest first. Finance corrections keep the history and remove linked schedule blocks.| Person | Type | Dates | Days | Status | Reviewer | Finance | |
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Choose staff
Timesheet review
Weekly hours review
Loading...| Person | Pay week | Days worked in this report | Hours | Review |
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Payroll checks Loading...
| Person | Issue | Date | Details | Action |
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Period totals by person, task and category
Hours by person
Clock and leave totals for the selected period| Person | Employment | Total Hours | Job Hours | Leave Hours |
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Hours by task
Hours by task type - named jobs are their own lines| Rank | Task | Hours | % of Total | Category |
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Hours by category
How payroll hours and exports work
Closed clock entries and approved leave use the Thursday-to-Wednesday pay week in Brisbane time. Clock and leave totals stay separate. WFH shifts show the employee local time when historical clock location supports an estimate. Missing or unclear locations are labelled and fall back to Brisbane time.
Breaks: onsite time over 5 hours has a 30-minute unpaid lunch. Off-site kiosk breaks count toward it; only the missing minutes are deducted automatically. Finance-recorded breaks replace the automatic lunch. Five hours or less and work from home have no automatic lunch. Salary time off site and the Remove automatic lunch correction retain their existing treatment.
Review: add or edit time, or close a forgotten clock, with a correction reason. Approve each updated entry after review. Later day changes require fresh approval. Wage weeks above the staff member's weekly review limit require Operations approval; field-service hours remain in the total, with job detail in Field Service.
Exports: review CSV contains the selected staff, approvals and open clocks. Payroll CSV uses a fresh Wage-only report with all entries approved and every blocking check resolved. Salary time is for review only.
Xero: Send to Xero previews Regular, Additional and TAFE earnings plus approved annual and personal/carer leave on their mapped Xero types. Finance confirms the exact actions before sending. Existing matched leave is linked without creating a duplicate. Other approved leave remains manual. Review the results in Xero before approving payroll.