Answer

Our support team is happy to help with day-to-day questions, troubleshooting, and product guidance at no extra cost. A full payroll setup review or in-depth walkthrough of your file is outside standard free support - for that, we offer paid one-on-one remote training and consultancy sessions.

What Free Support Includes

  • Q&A: help using the software.
  • Troubleshooting: help with common errors and workflow issues.
  • Product guidance: help finding the correct screen, report, or feature.

Our team can confirm how the software behaves, the current version, and where to enter settings, but employers remain responsible for the correctness of pay rates, entitlements, classifications, and compliance choices in their own payroll.

To check for common setup issues yourself, use the built-in Data Validation tool under Tools >> Data Validation in the desktop app.

Book a Training or Consultancy Session

We offer one-on-one remote training sessions to help you make the best use of your time while processing payroll and to prevent future issues. Sessions are tailored to your preferred platform - desktop app, online/web app, or mobile app (iOS/Android).

Book a Session

What's Included?

1. General Setup

  • Confirm company details: ABN (AU) or IRD number (NZ), address, banking, and contact information.
  • Set up pay schedule(s) with your preferred dates.
  • Review employee profiles: TFN or IRD number, bank account, super fund or KiwiSaver, and tax settings.
  • Configure pay categories, allowances, and deductions.

2. Time & Attendance

  • Set up the Employee Portal: payslips, timesheets/timeclock, leave requests, and banking details.
  • Use the portal timeclock or our mobile timeclock app (iOS/Android).
  • Import clock data from BundyPlus.
  • Approve timesheets/timeclock shifts and import them into pay runs.

3. Pay Runs & Processing

  • Walk through processing a standard pay run.
  • Handle bonuses, terminations, leave taken, and corrections.
  • Adjust and re-report past pays.

4. Leave & Entitlements

  • Annual, sick, long service, and custom leave setup (e.g. RDOs).
  • Track balances and automate accruals.
  • Process leave taken in pays.

5. Superannuation / KiwiSaver

  • Set up super funds and attach them to employee profiles with their member number.
  • Lodge super via SuperStream (using Payday Super or Super Fund Deposits).
  • Set up salary sacrifice as super.
  • Review contribution history and resolve issues.
  • NZ: set up KiwiSaver contribution rates and ESCT.

6. STP / Payday Filing

  • Confirm whether Online Services credentials for Single Touch Payroll are set up and valid.
  • Lodge STP and handle rejections.
  • Use Adjust events to report changes made to past pays.
  • EOFY finalisation process.
  • NZ: file Employment Information with Inland Revenue through Payday Filing.

7. Tax & Withholding

  • Review tax tables and TFN declarations (AU) or tax codes (NZ).
  • Apply tax variations like HECS/HELP and Working Holiday visas (AU), or student loan and secondary tax codes (NZ).
  • Adjust PAYG or PAYE manually if needed.

8. Payslips & Reporting

  • Customise payslips (logo, notes, email settings).
  • Run reports: PAYG or PAYE, super or KiwiSaver, leave, and journals.
  • Create custom employee and pay reports if needed.

9. Security, Backups & Access

  • Set up automatic backups (desktop and online backup options are available).
  • Review access permissions.
  • Set up users if needed.
  • Follow secure backup routines.

10. End of Year / Reconciliation

  • Pre-EOFY (AU) or end of tax year (NZ) cleanup and lodgements.
  • Export BAS-ready reports (AU).
  • Use STP Adjust events to update BAS pre-fill (AU).
  • Reconcile super and PAYG (AU), or KiwiSaver and PAYE (NZ).
  • Process EOFY finalisation (AU).

11. Tips, Tricks & Support

  • Avoid common pitfalls that cost you time.
  • Use batch tools and keyboard shortcuts.
  • Access help and FAQs.

Why Book a Yearly Training or Check-Over Session?

  • Sharpen your skills and reduce payroll errors, saving you time.
  • Stay on top of compliance with the ATO and Fair Work (AU), or Inland Revenue and Employment New Zealand (NZ).
  • Keep up with new Lightning Payroll features so you can take full advantage of them.
  • Receive personalised advice and a setup review.
  • Reduce time spent on support calls, as well as accounting costs.
  • Gain peace of mind that your payroll setup is accurate and configured to suit your business.

Book a Session

  • Created: 26/03/2025 1:24 PM
  • Last Edited: 08/10/2026 6:56 PM
  • ID: 329