Astute Resources & Feature Requests
Accessing Your Portal
- Access your Portal [Administrators]
- Log into your Portal with 2FA [Admin]
- Set up Two Factor Authentication for Staff/Admins
- Set up 2FA with the Twilio Authy Desktop Authenticator
- Register a Backup Email Address for 2FA
- Manage your 2FA Settings [Admin]
Dashboard
Employee Profiles
- Incorrect Superannuation Rates being Applied
- Employee Profile Overview
- Enter Details in an Employee Profile
- Employee Job Details
- Create, Lock, Archive or Delete an Employee Profile
- Assign or Change an Employee's Pay Cycle
Customer Profiles
User Account Permissions
- Reset a User's Password
- Admin Account Permissions
- User Reporting
- Add, Edit, Lock or Delete Staff/Admin Users
- Assign a Permission Group to a Staff/Admin
- Create, Lock or Delete an Approver Profile
Manage Timesheets
- Timesheet Statuses
- Enter Start and Finish Times for Timesheet Breaks
- Complete and Submit a Timesheet [Admin]
- Approve a Timesheet as an Administrator
- View Timesheets with Multiple Jobs
- Timesheet Attachments
Manage Leave
- Leave Module
- Enable Leave for an Employee
- Assign and Edit Leave
- Submit Leave Requests [Admin]
- Approve and Process Leave Requests
- Leave Request Statuses
Manage Expenses
Pay Conditions
Process Payroll
- Adjust Superannuation, PAYG, or Pay Items using a Lump Sum Pay
- Adjust a Pay Processed against the Incorrect Engagement Type
- Adjust a Pay with Incorrect STP Reporting Settings
- Adjust Pays Processed with an Incorrect ETP Code
- Adjust Pays Processed Using the Incorrect Tax Treatment
- Adjust Pays Processed Against the Incorrect Entity
Process Supplier Payroll
- Supplier Profiles
- Assign a Supplier to a Contractor Profile
- Supplier Payroll
- Process Supplier Payroll
- Process a Supplier Pay Run
- Validate Data in Supplier Payroll
Process Superannuation
Invoicing
- Invoicing Overview
- Invoiceable Items
- Create a Manual Invoice
- Create an Invoice from Invoiceable Items
- Mark an Invoiceable Item as 'Never Invoice'
- Invoice Consolidation
Reports > User
- Employee Contact Details Report
- User Contact Details Report
- Banking Details Report
- Visa Status Report
- SuperStream Compliance Report
- Superannuation Details Report
Reports > Payroll
- Pay Rates and Rules Report
- Employment Eligibility Report
- Payroll Ready Report
- Mark an Employee as Payroll Ready
- Start and Finish Dates Report
- Deductions Report
Reports > Management
- Allocated Employees Report
- Approver Hierarchy Report
- Job Report
- Job Attrition Report
- Internal Hierarchy Report
- Record Search Report
Reports > Invoices
- Search Invoices Report
- Charge Report
- Activity Statements Report
- Aged Receivables Report
- Customer Sales Summary Report
- Customer Sales Details Report
Reports > System History
- Export Report (System History)
- System History Report (System History)
- User Updates (System History)
- Security Report (System History)
- ATO Payment Summaries Report (System History)
- Communication Log
Estimated Profit Report (EPR)
- Estimated Profit Report
- EPR - Overview
- EPR - Data Settings
- EPR - Report Oncosts Using Percentages Mode
- EPR - Report Oncosts Using Attributables Mode
- EPR - Report Data Using Attributables Mode
Communication
- Communication Tab
- Scheduled Notifications
- System Notifications
- Resend Emails from the Communication Log
- SMS Communications
- Mock Setting for Testing Communications
Config > System Setup
- View Your Dashboard [Administrators]
- System Setup
- System Setup - General Payroll
- System Setup - General Invoicing
- Configure Portal Password Settings
- Two Factor Authentication (2FA)
Config > Payroll
- Add, Edit or Delete a Contribution Item (AU)
- Configure Salary Sacrifice Deduction Items
- Add or Edit a Salary Sacrifice Deduction (Non-Super)
- Pay Period and Timesheet Settings
- Budget Management
- Add, Edit or Delete an Expense Category
Config > Invoicing
- Edit and Delete Permissions for Invoices
- Add, Edit or Delete Invoice Taxes
- Charge Items
- Charge Cycles
- Write-Off Options
- Invoice Item Types
Config > Leave
Config > Compliances
Config > Projects
Config > Company Management
- Report Previous Payroll System Data via STP
- Change Entities in Astute
- Add or Disable an Entity
- Entity Details
- Entity Bank Accounts
- Enable Invoicing for an Entity
Config > Reporting
- Reporting and Subentities
- Transaction Dates
- Transaction Date and Reporting Period Management
- Reporting Period Management
- Scheduled Extract Report
- Scheduled Extract Report - Billing Groups
Bulk Upload Lists
Workplace Insurance (Insurance Module)
- Add an Insurance (Insurance Module)
- Import Insurances (Insurance Module)
- Set up and Assign Insurances (Insurance Module)
- Edit and Clone Insurances (Insurance Module)
- Import a Template in the Insurance Importer (Insurance Module)
- Workplace Insurance 2023 Report (Insurance Module)
AU EOFY and ATO Reporting
- EOFY Checklist 2022/23
- EOFY Frequently Asked Questions - FY 2022/23
- STP Submissions - Common Errors and Troubleshooting
- EOFY 2022/23 Shortcuts
- STP Submission
- Regenerate STP Updates
NZ EOFY
NZ Config
- Add, Edit or Delete a Pay Item (NZ)
- Statutory Days and other Pay Items with Dynamic Rates
- Configure your Portal for Deduction Bank Files (NZ)
- Add, Edit or Delete a Contribution Item (NZ)
- Re-order a Contribution Item (NZ)
- Set up an Employee's KiwiSaver Details
NZ Leave
- NZ Leave
- Leave Categories (NZ.)
- Leave Accrual Methods (NZ.)
- Leave Balances and Accruals (NZ.)
- Leave History Report (NZ.)
- Annual Leave (NZ.)
NZ Payroll
NZ Reports
- IRD Validation Report
- KiwiSaver Details Report
- Employee Details Report [NZ]
- Employment Information Report [NZ]
- Payday Filing [NZ]
- Payday Filing Actions [NZ]
Invoice Templates
- Invoice Templates
- Invoice Body Components: Overview
- Invoice Body Components: Default Component
- Invoice Body Components: Default Component (Tax Amount)
- Invoice Body Components: Pay Item
- Invoice Body Components: Pay Item with Subtotal
Importers
- Importers
- Enter YTD Balances in your Portal
- Employee Details Importer
- Spreadsheet Importer
- Timesheet Importers
- Astute Generic Timesheet Importer
GL Groups
GL Integrations
GL Integrations - MYOB
- Troubleshooting Common MYOB Errors
- Set Up the MYOB Integration in Astute
- Set up GL Codes for the MYOB Integration
- Set Jobs and Categories in Astute for MYOB
- Configure Invoicing Settings for MYOB
- Configure Payroll Settings for MYOB
GL Integrations - Xero
- Xero v2 Integration - Create and Link the App
- Xero v2 Integration - Configure your Portal
- Xero v2 Integration - GL Configuration
- Xero v2 Integration - Tracking
- Xero v2 Integration - Invoicing Configuration
- Xero v2 Integration - Payroll Summarisation
RMS Integrations
- Bullhorn Integration Mapping
- How does the Bullhorn integration work?
- Troubleshooting for Bullhorn Integration Errors
- Deputy Integration
- JobAdder Integration
- JobAdder Summary and Source of Truth