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 › Payroll › Setup › Deductions  ·  HR › Payroll › Setup › Wages  ·  HR › Payroll › Add Transaction  ·  HR › Payroll › Transactions

Setting payroll up

1. Create the payable and expense accounts for each deduction in the chart, ticked for AP.
2. HR › Payroll › Setup › Deductions: add one, 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 › Payroll › Setup › 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 periods come from their record, and the first wage line is filled in with their pay rate.
2. Enter the period ending date and check the wage quantity (1 salary period, or the hours). Press Update: each wage, each deduction and the net pay appear on the right.
3. Fill in the payment date, account and method if you pay now; Post. The liability goes to payables, the deductions to their accounts, and anything unpaid is settled later from Cash › Payment, like a vendor. Print gives the pay slip.
4. HR › Payroll › Transactions lists the runs per employee and period, with a column per wage and deduction and totals.