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Access the Chart of Accounts in Employment Hero

Updated

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Employee, Manager, Admin

If you have managed payroll and you are on an EmploymentOS plan, you can access the chart of accounts from within the Pay section of Employment Hero.

Important

This feature is available for customers on an EmploymentOS plan (either Lite, Plus or Unlimited) and have managed payroll.

If you are on an EmploymentOS plan with DIY payroll, this feature is not yet available to you. Keep an eye out on the release notes for this feature to be released to your account type.

 

 

Getting started

Connect your Employment Hero account to your accounting software
  1. Log in to Employment Hero. 
  2. Click the Pay menu.
  3. Under Payroll, click Payroll integrations.
  4. Find the platform you want to integrate with, then under the relevant tile, click Add.
    Screenshot of dashboard with surveys section highlighted
  5. Click Connect.
  6. You will be taken to the login page for the platform you want to integrate. Follow the instructions to log in. Allow Employment Hero access to the platform.
  7. Depending on the type of service you connect to, you may need to complete additional fields such as how you would like pay run data exported. Once you have added your desired settings, click Save.
  8. Once connected, a green Enabled symbol will show on the platform's tile.
Add your default accounts to Employment Hero
  1. Log in to Employment Hero. 
  2. Click on Pay on the left-hand side navigation menu.
  3. Click on Chart of Accounts. 
  4. Click on the Import Accounts or Manage Accounts button.
    manage accounts button highlighted
  5. Now you will see the default accounts appear in Employment Hero.
Enable accounts in Employment Hero
  1. Log in to Employment Hero. 
  2. Click on Pay on the left-hand side navigation menu.
  3. Click on Chart of Accounts.
  4. Toggle on the default accounts. To toggle on, click on the switch. A toggled-on switch will appear purple.
    import external accounts toggle on
  5. Click on Save Accounts List  at the bottom of the screen.
Set up Chart of Accounts in Employment Hero
  1. Log in to Employment Hero. 
  2. Click on Pay on the left-hand side navigation menu.
  3. Click on Chart of Accounts.
  4. Click on the Default Accounts to expand the section.
    chart of accounts showing default accounts click to expand
  5. Select the following accounts from the drop-down menus:
    • Payment Account
    • Wages Expense Account
    • Default Payroll Liability Account
    • PAYG Liability Account
    • Superannuation Expense Account
    • Superannuation Liability Account
    • Employee Expense Account
      default accounts choose from drop down menus with accounts highlighted
  6. Click on Save. default accounts expanded with DA highlighted.png
     

Further information

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