After connecting Xero to your Deputy account, you will be able to find additional Xero extensions which you can take advantage of in order to streamline your business operations.

These extensions can be found under each location inYour business location > Location Settings > Notifications & Integrations

[Xero] New Employee > [Deputy] Invite Employee

Whenever you create a new Employee in Xero, it will create a new Employee within Deputy with the following information from Xero if available:

  • Name
  • Email
  • Date of birth
  • Gender
  • Default address
  • Mobile number
  • Hire date

The employee does not automatically get notified and you will need to send them a Deputy invite link.

This extension runs once a day at 2am in your Deputy account’s timezone.

[Xero] Import Leave Balance > [Deputy] Sync Leave Balance

For all employees in this location, import the employee’s Leave Balance. The Xero leave balance matches against your leave export code set up in your
Deputy account > Global Settings > Leave Rules:

  • Xero > Deputy
  • Annual Leave > dp_annual_leave
  • Personal/Carer's Leave > dp_sick_leave
  • Compassionate Leave (paid) > dp_bereavement_leave
  • Community Service Leave > dp_community_leave
  • Long Service Leave > dp_long_service_leave
  • Time Off In Lieu > dp_rdo_leave

This extension runs once a day at 2am in your Deputy account’s timezone.

[Xero] Updated Employee > [Deputy] Sync pay rates

If you have modified any employee information in Xero, Deputy will down the employee’s pay rate information into their employee profile in Deputy. This means you don’t have to manually press “Sync with Xero” in the People tab.

This extension runs once a day at 2am in your Deputy account’s timezone.

Bookkeepers & Accountants

Deputy provides some additional extensions which might be extra handy for bookkeeping service providers and accountants.

[Xero] New Customer > Create Area [Deputy]

Each time you create a new Customer within Xero, Deputy will automatically create a new area under the corresponding location with Customer’s Company Name.

This is useful as a bookkeeper so that you can track payment to Customers from Deputy.

[Xero] New Invoice > [Deputy] Create Sale

Each time a new invoice is approved in Deputy, a sale will be created in Deputy. The sale will be created against the corresponding Deputy employee / Xero supplier.

This extension runs every 15 minutes.

[Xero] New Supplier > [Deputy] Invite Employee

Each time you add a new Supplier contact to your Xero account, Deputy will automatically create a new employee for that Xero supplier. You will need to ask the supplier to login to Deputy.

This extension runs once a day at 2am in your Deputy account’s timezone.

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