Payroll

There are no payroll tables to maintain and no rates hard-coded anywhere: you define the wages and deductions, which accounts they hit, and which apply to whom.

• Define your own wage types and deductions — no built-in tables to keep up to date.
• Each wage and deduction posts to the account you choose.
• Control which wages and deductions apply to each employee.
• Rates by band, with a floor and ceiling per band, and an age range where that matters.
• Employer contributions posted alongside the employee’s deduction.
• Individual exemptions and maximums per employee.
• Pay periods per employee, with the pay rate held on the record.
• Summary and detailed payroll reports.
• Print a payslip and a cheque from your own templates.
• Export a payments file to upload to the bank.

Where to find it HR › Employees › Add Employee  ·  HR › Deductions › Add Deduction  ·  HR › Payroll › Add Transaction  ·  HR › Payroll › Reports

Setting payroll up

1. Create the payable and expense accounts for each deduction in the chart, ticked for AP.
2. HR › Deductions › Add Deduction: name it, set what the employee pays and which liability account it goes to, what the employer pays on top (as a multiplier) and its expense account, then the rate bands — a rate, an amount, and the above/below limits it applies between.
3. Wage types (salary, hourly, overtime) are set up the same way under HR › Wages, each with its expense account.
4. On each employee record, scroll to the payroll section: tick the wages that apply, the deductions that apply with any exemption or maximum, the pay rate, pay periods per year, and the payment account and method.

Running a pay

1. HR › Payroll › Add Transaction: pick the employee. The pay rate and periods come from their record.
2. Enter the period ending date and the wage quantity (1 salary period, or the hours). Press Update: gross, each deduction and net appear on the right.
3. Set the payment date, account and method; Post. The liability goes to payables, the deductions to their accounts, and the employee appears in Cash › Payments to be paid like a vendor.
4. HR › Payroll › Reports lists the run per employee and period, with a column per deduction and totals.