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Completed

Payroll V0.2 — Streamlined Payrun Process

Simplified the payrun process by removing risky Xero sync operations and focusing on operational inputs only. Key changes: Removed Payslip & Pay Calendar Sync: No longer synchronizes Payslips and Pay Calendars to Xero after running a Payrun — all calculations handled entirely by Xero New Sync Scope: Only syncs Staff Timesheet entries and Staff Leave Applications to Xero Payroll AU Sync Result Logic: Clear success/failed status — success means all records synced without errors, any single error marks entire process as Failed Improved Result Display: Successfully synced staff shown on Processed tab, failed records on Unprocessed tab with error icon and hover message Removed Amendment Calculation: No longer checks staff amendments on Re-Process or displays Amendment data in UI Note: All removed flows are hidden at code level only — core BE logic (Payroll Cost calculation, Staff Amendment data) continues to run unimpacted. Part of Payroll V0.2 — delivered by Trinity Development Team, March 2026

Chris Germon about 1 month ago

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Feature Request

Completed

Payroll V0.2 — Stable Xero Connection & Enhanced Staff Sync

Major improvements to Xero connection stability and the staff synchronization process. Xero Connection: Auto-reconnect mechanism via background job and on Payroll Settings page visit Fixed connection status — only shows Disconnected when truly unreachable (expired tokens, user-initiated disconnect in Xero) Silent refresh/reconnect in all other cases Enhanced Staff Sync: Sync triggers on staff create, profile edit, manual Staff Sync, and Process/Re-process Improved matching logic — matches by email, creates new Xero employee if no match Reduced sync fields — removed Status, JobTitle, Gender, Phone Classification, PayrollCalendar, LeaveBalances and others Now pushes only essential fields: EmployeeID, Title, Name, Email, DOB, Address, Mobile, StartDate, TaxDeclaration, BankAccounts, IncomeType, EmploymentType Fetches SuperMemberships from Xero (SGC/STATUTORY preferred) to keep superannuation accurate Removed Leave Balance sync — leave balance changes now stay in Optiq only Part of Payroll V0.2 — delivered by Trinity Development Team, March 2026

Chris Germon about 1 month ago

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Feature Request

Completed

Payroll V0.2 — Export Payroll Enhancements

Multiple improvements to the payroll export functionality for more accurate reporting. Key changes: Other Unpaid Leave on Loadings Sheet: Leave records with type Other Unpaid Leave now appear on the Loadings sheet with correct field values (staff name, payroll instance, contractor, award, location, dates, shift periods) Earning Rate Label Fix: Leave-related rows now display the Leave Type name instead of the Class Rule name in the Earning Rate column Export Filtering: Other Unpaid Leave records are only included when the leave date is in the past and belongs to the selected Pay Cycle Changes apply to both Payroll > Labour Cost Export and Payroll > Export. Part of Payroll V0.2 — delivered by Trinity Development Team, March 2026

Chris Germon about 1 month ago

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Feature Request