Smartly | Getting set up

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Automating payments to your employees and the IRD To get the best from Smartly, we recommend using our fully automated service – meaning all your payments to staff and IRD are processed automatically. Find out more about automating your payments.

Historic leave earnings Historic leave earnings are used to accurately calculate your employees' leave rate when they are transferred across to Smartly. Learn more about how we use this information here.

How to get your clients set up with Smartly From signing up to getting training, we've got step-by-step instructions to walk you through getting your clients set up with Smartly.

Xero integration Setting up a connection between your Smartly and Xero accounts means that every pay run you process goes straight to Xero’s Bills-To-Pay. Find out how to get set up here.

Labour costing guide (For kōhanga sites) This guide shows you how to set up your Smartly site so you can assign employee hours across accounts, departments and jobs.

Partner with us Smartly is free for partnered accountants to use for their own business, and helps you and your clients to stay compliant with the Holidays Act, IRD and more.

Setting up your managers portal (For kōhanga sites) If you're a team leader or a manager with direct reports, the managers portal is for you! Find out how to get your portal set up.

Multi-site view Learn how to easily manage multiple companies with one login.