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