> ## Documentation Index
> Fetch the complete documentation index at: https://upsheets.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Smart Formula Settings

> Configure the Smart Formula source, import behaviour, shift types, breaks, next-day rates, ignored types, assessment periods, and holidays.

## 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.

## 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](/docs/smart-formulas/import-from-xero/overview).

## 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](/docs/smart-formulas/ignore-types) for examples.

## 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](/docs/smart-formulas/shift-types) for organisation setup, formula configuration, filtering, and examples.

## 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](/docs/smart-formulas/breaks) for break row setup.

## 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](/docs/smart-formulas/next-day-rates) for setup and calculation behaviour.

## 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](/docs/smart-formulas/allow-types) for examples.

## 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](/docs/smart-formulas/assign#automatic-allowances).

## 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](/docs/smart-formulas/public-holidays) for more detail.

## Related Settings During Import

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](/docs/smart-formulas/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.

## After Changing Settings

After changing Smart Formula settings:

1. Run a small test import or [simulation](/docs/smart-formulas/simulate).
2. Check that breaks, ignored rows, holidays, and assessment periods behave as expected.
3. Review validated timesheet lines before uploading to Xero.


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