Use your account settings to control account-wide defaults, leave approvals and notifications, public holidays, role access, and your Xero connection. Most settings are available to administrators; access to Xero settings may also depend on your account permissions.
The main settings page also links to Induction Types and Competency Types, which are managed in the training areas.
A complete revert also rolls back later changes to other fields. Reverting does not delete history; it creates a new revert entry. Sensitive values may be shown as “changed — hidden” and cannot be restored individually.
History is shown 20 entries at a time. Use Previous and Next to move through older entries, and ← Back to Settings to return.
Leave types can be Sync from Xero or pushed with Push to Xero. The push action shows how many local-only types are eligible. Local colours are used in calendars and are not sent to Xero.
A leave type that is already used by leave records cannot be deleted. Deleting a type in the app does not delete it in Xero. If a synchronised type is edited, it is marked Diverged until it is reconciled in Xero. Xero Payroll NZ does not support updating an existing leave type from the app, so edits to already-synchronised types cannot be pushed back.
Public holidays are marked Local only because they are used for leave calculations and Xero does not provide public-holiday data for this connection.
The grid covers Staff, Foreman, Manager, and Admin. Admin access is locked and cannot be changed in the grid. To discard custom page permissions and restore the system defaults, select Reset Defaults, confirm Reset, and then review the resulting permissions.
The Xero page shows the number of items and the last sync time where available. After connecting, reference information—earning rates, calendars, and leave types—starts synchronising. If staff are linked to a previous Xero organisation, the app skips them until the old link is cleared from each staff record and they are synchronised again.
Statuses include success, partial, failure, and in progress. In-progress logs update automatically. The log list keeps up to 100 recent entries and automatically removes entries after 90 days.
Company settings, history, leave types, public holidays, and role permissions require administrator access. Xero settings and logs require the relevant Xero settings permission.
No. Admin access is locked in the role permissions grid.
Yes. In History, open an entry with Details and use Revert field. You can also restore the whole account settings state from immediately before that change with Revert to this.
No. Public holidays are maintained locally and used for leave calculations.
The app and Xero have different details for that leave type. Reconcile the difference in Xero; changes to an already-synchronised leave type cannot be pushed from the app.
The staff member may be inactive, tablet-only, missing a date of birth or complete home address, already linked to Xero, or still linked to a previous Xero organisation.
The Xero log list is automatically pruned after 90 days.
Confirm that you are signed in with an administrator account. For Xero areas, ask an administrator to check that your role has access to Xero settings.
Check for validation messages, especially that the break value is between 0 and 8 hours and approvals are between 1 and 5. Correct the fields and select Save Settings again. If the problem continues, refresh the page and retry.
It is probably referenced by an existing leave record. Keep it and use a different leave type for future requests, or contact your administrator for help reviewing the existing records.
Start again from Connect to Xero in a clean browser tab. Make sure you select an organisation on the Xero consent screen and that your session has not expired. If the message says the account does not have permission, ask an administrator to connect it. If the problem persists, contact your administrator or support.
Open View for that run and inspect the Failed and Skipped sections. Correct the reason shown for each item—such as incomplete staff details or an old organisation link—and run the relevant sync again. A partial result means that some items completed while others did not.
Leave the detail page open for a short time; it refreshes automatically. You can safely leave the page and return to Sync logs. If it remains in progress unexpectedly, avoid starting duplicate runs and contact your administrator or support with the run time and operation shown in the log.