A rule decides, before anyone looks, which client an email belongs to and who handles it. Rules are checked from the lowest priority number up, and the first match wins — so put a specific sender above a whole-domain fallback. With automatic hand-off switched on, a rule match is assigned the moment the mail arrives.

Tick the client companies this accountant can manage (admins see all by default):

Generates a registration link. The client opens it and sets their own password to activate (valid for 14 days). Email it directly, or copy the link and send it another way.

The pay template (tax code, hourly rate, KiwiSaver, …) is version-managed under the employee’s Pay template.

An unscheduled payment doesn't move the regular cycle — use it to correct an earlier period or make a one-off payment.

All active employees of the company are added automatically (hours default to their last pay run, or to the pay template when there is no history) and can be adjusted one by one.

When migrating from another system, enter the balances and the date they applied to. Annual leave then accrues from that point, sick leave is granted per statute, and leave taken in each pay run is deducted.

Gross, PAYE, KiwiSaver and student loan are worked backwards from this figure. Hours are still recorded — payday filing reports hours paid.

The client gets a summary and a one-time link to approve or ask for changes — no login needed. Hours stay locked while you wait.

Tick this off once the employment information is entered in myIR. Filing is done by hand — this only records that it happened.