Setup
When validating payslip data and the rate field is not provided in the file, UpSheets can use rates from Xero.
Enable Use Xero Pay Rates for Payslips in settings.
- By default, UpSheets uses the pay item rate when both a pay item rate and payslip line rate are available.
- If you also enable Prefer Pay Template rate if set, UpSheets will use the payslip line rate instead when both are available.
This feature requires each payslip to be retrieved individually and will slow down validation (the more employees you have, the more noticeable this will be).
Multi-column payslip imports follow the same rate rules as single-column imports.
Pay template values are determined when the pay run is created. If the pay template or payslip is updated before you validate, values can differ—reset the payslip or pay run so they stay aligned.
You can still provide a rate in your file, but when you do so - it will be used INSTEAD of the value defined in Xero.
