Finance
Find step-by-step guides and video walkthroughs to help you utilise the Finance module within Entire OnHire, covering billing, payroll, and financial reporting.
Getting Started
Profiles - Drop Down
Tools
Masters
Application Options
- Application Options - Global Setting - EFT Parameters
- Application Options - Global Setting - Tax Department EOY Parameters
- Application Options - Global Setting - Tax File Declaration Parameter
- Application Options - Global Setting - Daylight Saving
- Application Options - Global Setting - Set Client's Mandatory Data
- Application Options - Global Setting - Set Member's Mandatory Data
- Application Options - Global Setting - Authorized Signatories
- Application Options - Global Setting - Email Settings
- Application Options - Global Setting - Payroll
- Application Options - Global Setting - Superannuation
- Application Options - Global Setting - Default Country
Rates
- Rates
- Understanding Effective Date within Rates
- Rates Masters
- How to create a brand new Rate Table
- How to make rate tables inactive
- How to copy rate tables
- How to Assign a rate table to a client
- Importing and Exporting Rates
- Allowances within Rate Tables
- How do I delete an allowance rate from a rate table?
- How to create new rate tables for pay/charge increases
- Rate Table - Cannot be deleted
- How to remove an allowance for a specific client?
- How Can You Delete The Allowance Rates
- Why am i getting an error when trying to up upload an allowance in a Rate Table.
- When I change rate table does it affect shifts already booked in the system?
Additions and Deductions
Industry Award Engine- Shift Splits, Protocol and Overtime Engine
- Industry Award Engine- Shift Splits, Protocol and Overtime Engine
- Setting up Industry Award Engine- Shift Splits, Protocol and Overtime Engine
- How to make minor changes to awards for specific clients?
- Example of Schads Awards with S/O
- Using Awards to Process Sleepovers
- Example of Schads Awards with S/O JULY 2022 UPDATE
Confirming Shifts
- Processing/Confirming Shifts
- Finance - Track Docket
- Finance - New Booking
- How to Clear Submitted Timesheet Details?
- FAQ: Can I Report On/Recover Deleted Shifts?
- How to email all finance contacts that timesheets are pending approval
- If I select the 'Validate Pay' option for a shift or a zero pay run, will the shift details still be available on the invoice when I select that shift for invoicing?
- How can I apply breaks at a specific part of my shift?
- How to create a reversal shift
- How to Create an Adjustment Shift?
- How to email all members who have not submitted timesheets from finance
- How to permanently discard a shift
- How to Clear Submitted Timesheet Details?
- Validating Pay or Invoice Only when Confirming Shifts
- X Beta - Managing Sleepover and Allowance Details for Timesheet Submissions in the Finance Portal?
Payroll Process
- Payroll Menu Drop-Down Overview
- Process Payroll Overview
- Payslip Sample
- Submit Dockets
- Generate Payslips
- How to access the Payslip Manager
- Print Payslips
- EFT - Electronic Funds Transfer
- Send File to Bank
- Email/Post Payslips
- Viewing and Resending Payslips
- Payroll Tax Report
- Super Clearing House Export
- How to unconfirm a shift in the Finance application(Windows) using the payroll tab?
- How to record a Member Pay within Finance if you have paid external (Cash)
- Troubleshooting the "Invalid Date" Error in Pay Runs
STP
- Processing Single Touch Payroll (STP)
- Single Touch Payroll - STP
- STP Phase 2 – Transition Guide
- Single Touch Payroll (STP) - Phase 2
- Enhancements - Single Touch Payroll (STP) – Phase 2
- STP Definitions
- Who Is Entire OnHire Sending Service Provider - Ozedi?
- Why is the 'Verify employee details' option disabled when attempting to submit STP ?
- How to generate STP reports ?
- STP Error - AddressDetailsCountryC is not Valid
- How To Re-Submit STP To ATO
- FAQ: What do I do if my STP fails?
- How to map allowances if you are getting the error "Allowances which are pending to map with codes provided by ATO" which doing STP.
- STP Business Reporting Structure
- Possible STP Errors and Solutions
Invoicing
- Invoicing Drop Down Menu
- Sample Invoice
- Processing Invoice Run
- Invoice Run - Submit Dockets
- Generate Invoices
- Print Invoices
- Sending Invoices - Email, Post, FTP
- Invoice Reporting
- Export Invoices Summary - Accounting
- Export Invoices Summary Report for Oracle JD Edwards EnterpriseOne
- Export RCTI Summary – Accounting - Subcontractor
- Viewing and Resending Invoices
- Can I send timesheets/dockets via email along with the invoices for specific clients?
- Can invoices based on different qualifications be sent to separate email addresses for our clients who receive one invoice per qualification?
- How to reprint an Invoice
- Adding Reference Codes to Invoices via Client Cards
- How you can change the Invoice Billing address details in Invoice?
- Invoice - Adding Invoice Message
- How to show the Delivery and Service Location Name on Invoices
- Why is my client not receiving invoices?
- How to show the Admin and Service Location Name on Invoices
- How To Access & Enter Client Invoicing Terms
- How to Edit an Invoice
- How can I send Timesheets with Invoices
- How to have Pay Levels on Invoices
- How to change the Head office address on the invoice ?
- Why are my Invoice dates not in order?
- How to update the Head Office Address on an Invoice
- How can I set up my invoices to be sent per delivery location?
- How do I mark different names on an invoice under Attention?
- Why are the layout for my invoices not changing once I change the options?
- Can I add a discount to an invoice?
- How to update the phone number in the invoice?
- How to Exclude GST from an Allowance on Invoice
- How to Split Invoices by Qualification
Credit and Debit Notes
Finance Reports
- Why there is a discrepancy between the STP submission Report (the YTD gross amount) and the payroll history report
- Entity Reports
- Payroll History Report
- Payslip Reprint
- View Payroll History
- Invoice Reprint
- Booking Details Report
- Facility Shifts Usage Monthly Report
- Employee Letters
- Long Service Leave Report
- View Dockets
- Finance - Tax File Declaration Report
- Invoice Files
- Daily Bookings Report
- ATO Employment Declaration Report
- Facility Shift Usage Period Report
- Pay/Invoice Comparison
- Obligation Reports
- Invoiced/UnInvoiced Shifts Details
- Business Hours Volume Report
- Invoice History
- Additions and Deductions Report
- Superannuation Reconciliation Report
- Superannuation Guarantee Listing
- Roster Weekly Report
- Invoiced/UnInvoiced Status Details
- Order Response/Fulfillment Report
- HPV Reports
- Gross Margin Reports by Client
- Tax Table
- Client Rate Chart
- Service Rates
- CoInvest
- YTD Earning
- Formula - Gross Payroll Calculations
- Unprocessed Pay Details
- Print Employee Timesheet to be Completed
- Weekly Work Cover Report
- Pay Files
- Client Finance Details
- Pay History (STSL/SFSS)
- Member Finance Details
- Mandatory Service Locations Data Details
- Member Travel Claim Report
- Mandatory Member Data Details
- Invoice and Docket collation report
- Client Specific Invoice
SCHADS
End of Financial Year
- Finance - End Of Financial Year Processes 2024-2025
- EOFY 2024-2025- STEP 1 - Payroll General Ledger Reconciliation
- EOFY 2024-2025 - STEP 2- Check STP Submissions
- EOFY 2024-2025 - STEP 3 - Check any outstanding shifts
- EOFY 2024-2025 - STEP 3.1 - Check Member Information
- EOFY 2024-2025 - STEP 7.1 - Changing Payroll Financial Year Dates
- EOFY 2024-2025 - STEP 4 - Run your final cut off payroll
- EOFY 2024-2025 - STEP 5 - Send your final STP
- EOFY 2024-2025 - STEP 6 - Finalize your payroll tax
- EOFY 2024-2025 - STEP 7.2- Entering Superannuation Cut-off Dates
Finance FAQ
- How to run 0 Payrun
- How to correct the overpayment of STSL
- How to create a deduction for a pay advance to members
- How to Fix the 'Invalid Date for Pay Run' Error
- How to check additions and deductions added to the system within a selected time frame?
- FAQ: What is the quickest way to update public holidays in the Finance Portal?