form

cost

from

charges in the space given.

intelligence.

This chart shows the split between the number of safe (prepaid) orders and potentially risky orders converted to prepaid because of RTO intelligence.

This graph shows the percentage of COD orders to the total number of orders.

RTO Data

orders.

The RTO Data tab shows the percentage of RTOs in the total number of orders. You can view the Overall RTO % or filter data for COD and Prepaid RTOs. You can also compare all three by selecting View all RTO %. You can filter data to display it on a Weekly or Monthly basis.

share data automatically.

Know more on DEEMED_SUCCESS.

You do not need to do anything to enable the feature.

Handy Tips Intelligent payout is applicable only on IMPS.

UPDATE.

Handy Tips An option to apply for bulk leaves or individual leaves by day.

their status.

Select the Type of Reimbursements

,

simply much

Process flow

open it up

Please note that

basis

gets

edit

on

will

payslip on the right side.

on

You will be notified by email about the status of your resignation. You can also view it under my profile under the resignation status section.

resignation status section

my profile

You will be notified by email about the status of your resignation.

RESIGNATION

on

on

your Profile

their

their

their

Employees

leave type

An option to apply for bulk leaves or individual leaves by day.

Visibility of leaves assigned to you on the right-hand side.

at a

Check-In a

Attendance

on

ir status.

under Type:

on

2

You will need to declare investments that you plan to make in the year to avail of Tax Exemptions. Know how to Declare Investments. You can access your payslips on the left-hand navigation panel after your first salary day.

, Upload Photo and set Preferences for your email.

Bank account numbers, PAN, DOB and so on.

Complete your Profile by providing us with your details like Bank account numbers, PAN, DOB and so on.

Complete your Profile

Dashboard

requesting a reset here.

RazorpayX Payroll

Xpayroll supports multiple leave types and employees will be able to select and apply for them from within their respective logins.

You can view your Past Requests by clicking on the right side and also use the filters to view all the statuses:

Click on Request Reimbursements and it will be sent to your Manager for approval.

any Proof by clicking on Choose File

type of Reimbursements

The process to apply for Reimbursements for an employee is very simple

You will be able to access your payslips after your first salary day on the left-hand navigation panel.

more about the process here

Once completed, you can always edit and make changes to your profile, upload a photo, and set preferences for email by clicking on the top right icon of the dashboard.

Profile

profile

You will have received an email to verify your email - you will be allowed to set up a password. You can always reset your password by requesting a reset here.

Ensure that the person to whom you are providing special access to is already added to your organisation. They can be either added as an employee or a contractor.

adminstrator

XPayroll Support

forgot password?

on

Email marked as spam

ypos in the email address entered/provided

If you employees report that they have not received any email from XPayroll, following can be the possible reasons, including:

the

Single Sign On

Go to

ice versa.

- If required, you can also tweak the permissions that each user role has, by going to Settings > User Roles > Edit Permissions. - To see a list of people who have special user roles assigned to them, please check Settings > Collaborators.

>

rs.

see

If required, you can also tweak the permissions that each user role has, by going to Settings > User Roles > Edit Permissions.

Related Information🔗

Go to that person's profile from the People page. Scroll to the User Role / Privileges section, and click on Assign New Privileges.

From the drop-down, select the new user role that you would like to assign to that person. There are several pre-defined roles for you to select from.

Please ensure that the person to whom you are providing special access to is already added to your organisation. They can be either as an employee or a contractor.

These people could be the HR of your company, or the employees' managers.

,like adminstrator

Typos in the email address entered/provided. In such cases, please check the email address entered. You can also ask the employee to confirm and update the mail address. Know more about the Employee Portal.

If your employee reports that they have not received any mail from XPayroll, the possible reasons could be:

Getting Started

persons

Converting Either into Other

Employees are paid monthly salary

Is employed through a Contract for Service

Is employed through a Contract of Service

,

mentions to provide

are applicable

etc

rolls

rolls

Works on projects, short-term or long-term, and has duties specific to that project only

paid professional fees/stipends for services provided. They are paid on an adhoc basis, which can be monthly as well, similar to a salary

Contractors are

Is

Employees are

Is

While both the persons work for the company as per their employment, their daily duties vary. Courts in India differentiate between contractors and employees using the control and integration tests of employment, in addition to other factors. This makes employees and contractors different fundamentally, structurally and legally. Because of this difference in the nature of their employment, their compensation processes are different too. Misclassification of employment can severely damage the working experience and work environment. It will create dissatisfaction in people, owing to the dues payable. It is critical to not only understand the meaning of an employee and a contractor, but to also adhere to their point of differences.

for

Handy Tips For your ease and ours, we refer to the people added to XPayroll as an employee by default. This stands true for everywhere employee is used throughout the documentation; unless stated otherwise.

Know more about managing compensation and remuneration for the people working in your company.

business documents

Supporting Documents

Like

to be submitted

and includes

copy

company

company

that

Li

you can talk with our email support team at support@opfin.com.

We assure you that your queries will be better addressed when you are chatting with us on Live chat, or are emailing us.

If the issues persist, we can resolve them on quick Google Meet meetings in specific cases.

If you are on the Free plan: You may utilize the XPayroll documentation. Live chat is not supported as a part of this plan. You can also talk to us by emailing to support@opfin.com.

operations related

If you are on the Pro plan: You can use the chat option to raise a query. You may also utilise the XPayroll documentation for detailed information. For certain operations related incidents, you can talk with our email support team on support@opfin.com.

If you are on the Pro plan:

Should you run into any issues or roadblocks, we, at XPayroll’s support team, are always here to help you resolve your queries.

settings

on

d valu

changes the status to needs_clarification.

update field

details such

sub-merchant

will not be

state

Log into the Razorpay Partner's Dashboard. Navigate to Partner's Dashboard → Settings → Webhooks to subscribe to any of the events mentioned in the following section. Click on Manage settings. In the Webhook Setup pop-up page: Enter the URL where you want to receive the webhook payload when an event is triggered. We recommended using an HTTPS URL. Enter a Secret for the webhook endpoint. The secret is used to validate that the webhook is from Razorpay. In the Alert Email field, enter the email address to which the notifications should be sent in case of webhook failure. Select the required events from the list of Active Events. Click Create Webhook.

Triggered when the status for a Payment Link product is under_review. product.payment_link.needs_clarification Triggered when the status for a Payment Link product is needs clarification. product.payment_link.activated Triggered when the status for a Payment Link product is activated. product.payment_link.rejected Triggered when the status for a Payment Link product is rejected.

Accept Terms and Conditions

ch a Product

accept T

Update Account API Update Stakeholder API Update Product Configuration API

phone

normal onboarding flow:

You

Razorpay support

will

Your account will be disconnected. Once this is done no further entries will be made to your QuickBooks account.

Entries are made when the transaction is Successful, hence the entries for the compliance payments may take a couple of weeks to reflect since the compliance payments are made at a monthly cadence.

All your existing successful transactions on XPayroll are synced post the connection.

After integration, the first set of entries will be synced in 2 hours.

You will be redirected to the QuickBooks login screen.

With the QuickBooks integration, all the entries for transactions handled via XPayroll will be made automatically.

We suggest you wait for 24 hours since the syncing of the past data takes up to 24 hours.

you will be

main

run report

We suggest not to make any manual entry in the accounts created by XPayroll to avoid double entries.

Aadhaar is not supported by PayU. To use aadhaar you need to route your transactions via Razorpay.

Payment Token Auth Type

Log into your Razorpay Dashboard. In the left navigation, click Optimizer. Click +Add New Rule and enter the Rule name and Description.

Select PayU as the pa

about EMI

EMI

In the left navigation, click Optimizer. Click +Add New Rule and enter the Rule name and Description.

Configure webhook

The section appears as shown once the details are filled in:

You can accept payments using this page. You can edit this page.

has been created

The table below lists the various states in the Payment Page life cycle and provides a brief description about each.

Add payment details such as price field, email, phone number and so on. Know more about how to add payment details. Once you are done with adding payment details, tap Publish Page.

**+ Add a Goal Tracker

Tap Payment Pag

he Convenience Fee model i

Fe

at

e

1. What is the customer

are

mer

The customer is redirected to the bank page with the total amount, including the Convenience Fee.

Convenience Fee

The customers also get the option to change the currency as per their choice.

The customer selects the payment method on the checkout page and tries to make the payment.

How it Works🔗 Given below is the workflow: Log into the Razorpay Dashboard. Select the Convenience Fee Model option on the Settings → Fee Bearer section of the Razorpay Dashboard. The customer selects an item on your website/Payment Link/Payment Page and clicks the Pay button.

Select the Convenience Fee Model option on the Settings → Fee Bearer section of the Razorpay Dashboard.

details.

Select the Convenience Fee Mode

clicks the Pay button.