Welcome to the Payroo Agent Portal. This guide will help you create your agent account, access the dashboard and understand the key features available to accountants and bookkeepers.
1. Sign up for Payroo
Open the Payroo sign-up page.
Select Sign Up.
Enter your first name, last name, and email address.
Select Continue
Set up a password and verify your email address
You may also see options to continue with Google or XeroIf you don't receive a verification email, check your spam folder and confirm that you entered the correct email address.
Complete the available sign-in process or skip.
Choose "I'm an accountant, bookkeeper, or agent from the sign-up option
Click Continue
2. Complete your initial setup
Follow the on-screen instructions to complete your account setup.
If prompted, enter your business details and ABN, then review the information displayed before continuing.
Once your setup is complete, open the Agent home dashboard.
3. Understand your dashboard
The Agent home dashboard provides an overview of your client organisations and payroll activity.
Dashboard summary
The dashboard displays four key metrics:
Organisations: The number of organisations listed under your agent account.
Employees under management: The total number of employees across the organisations you manage.
Pay runs due this week: An overview of upcoming pay runs.
Overdue super submissions: An overview of super submissions requiring attention.
These metrics help you monitor your client portfolio and identify payroll tasks that may need attention.
Organisation list
The organisation table displays information about each client, including:
Organisation name and ABN or other business identifier.
Number of employees.
Next pay run, where available.
Subscription status.
Latest pay run status.
Latest super batch status.
Actions available on the dashboard
Depending on your permissions, you can:
Select Open payroll to access an organisation's payroll.
Select Add New Organisation to add a client.
Open the organisation's three-dot menu to view available actions.
Before adding organisations, complete the ATO Software ID setup described in our ATO setup guide.
Frequently asked questions
Why can't I add an organisation?
Check whether you've completed the required ATO Software ID setup. If you still can't add an organisation, contact Payroo Support.
Why can't I see one of my clients?
Confirm that you're signed in to the correct agent account and that the organisation has been added. Check your access permissions and contact Payroo Support if the issue continues.
Where can I see upcoming payroll tasks?
Review the dashboard metrics and the organisation list for upcoming pay runs and super submissions that require attention.
Need Help?
If you need assistance setting up your Xero integration, please email us at support@payroo.com.au.