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Open Smart Formula Settings

You can open Smart Formula settings from:
  • Settings > Smart Formulas
  • Smart Formulas > Configure > Settings
  • Smart Formulas > Assign > Settings
Settings control how Smart Formulas are sourced and processed for the selected organisation.

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Smart Formula Source

Use Smart Formula Source to choose where formulas come from.
  • UpSheets: Use Smart Formulas configured in UpSheets or copied from the Award Library. This is the primary setup path.
  • Xero: Use Smart Formulas imported from formatted Xero pay items. This is the legacy setup path. See Import Smart Formulas From Xero.

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Ignore Types

Use Ignore Types to exclude rows from an import before validation. This is useful when a source file includes rows that should not be uploaded to Xero, such as unpaid breaks or informational rows.
  • Separate multiple values with commas.
  • Use * as a wildcard.
  • A Type column must be selected during import.
See Ignore Types for examples.

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Shift Types

Use Enable shift types when a Smart Formula needs different daily rules for different shifts, such as day and night. When enabled, UpSheets shows shift-type controls in the formula editor, import mapping, upload editor and simulator. You define types on each formula (names, optional start-time windows and a default), limit individual rules to specific types, and filter the Rules table by type. See Shift Types for organisation setup, formula configuration, filtering, and examples.

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Break Types

Use Break Types when your import file contains break rows. Rows with matching type values are treated as breaks and deducted from worked time.
  • Separate multiple values with commas.
  • Matching is not case sensitive.
  • A Type column must be selected during import.
See Breaks for break row setup.

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Next Day Rules

Use Use next-day rates after midnight on an editable Smart Formula when a shift crosses midnight and hours after midnight should use the following calendar day’s rates. This can include different weekday, weekend or public-holiday rules. The setting applies across the formula’s rules and works whether or not shift types are enabled. Enable it in Smart Formula Details on the formula editor. See Next Day Rules for setup and calculation behaviour.

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Allow Types

Use Allow Types to decide whether imported rows can use normal Xero types as well as Smart Formulas.
  • Smart Formulas Only: Treat imported rows as Smart Formula rows.
  • Allow All Types: Use the file’s Type column to match normal Xero pay items. Rows without a matching type are processed as Smart Formula rows.
See Allow Types for examples.

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Start Day and Period

Use Start Day / Period to set the default assessment period for weekly and multi-week calculations.
  • Start Day: The first day of the work week.
  • Period: Weekly, fortnightly, 3-weekly, or 4-weekly.
  • Enable at employee level: Allows employee-specific period overrides on the Assign page.
These settings affect overtime and any rule that depends on total hours over the assessment period. Once-per-period allowances also use this period: a weekly setting applies those allowances once per week, even when the employee is paid fortnightly in Xero. See Automatic Allowances.

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Holidays

Use Enable Holidays when Smart Formulas need to apply public holiday rules. When enabled, click Setup Holidays to add holiday dates to the organisation calendar. If the organisation uses multiple calendars, assign the correct calendar to each employee from Smart Formulas > Assign. See Public Holidays for more detail. Some import behaviour is controlled when mapping your file:
  • Select Hours when your file includes total hours and you are allowing non-Smart Formula types.
  • Use a default start time when your file has hours but no start and end times.
  • Select Type when using Ignore Types, Break Types, or Allow Types.

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After Changing Settings

After changing Smart Formula settings:
  1. Run a small test import or simulation.
  2. Check that breaks, ignored rows, holidays, and assessment periods behave as expected.
  3. Review validated timesheet lines before uploading to Xero.