Step by step
- Open HRM > Payrolls.
- Press New. In Select Employee & Month choose the Department (optional), the Employee and the Month & Year, then press Create. The Add Payroll page opens.
- Press Filter Options to filter by Employee and Month & Year (and Business when you can see all shops), then press Filter.
- Click Action on a row. View shows the payroll with Print, Add Payment pays the due, Edit opens the payroll form again and Delete removes it.
- Payment Status shows Paid, Partial or Due. The last row totals Gross Amount, Paid and Due for the payrolls that match.
- Excel, Pdf and Print export the list.
Good to know
- An employee has one payroll per month. Choosing the same employee and month again opens the existing payroll for editing.
- A payroll that has a payment cannot be deleted. Delete the payment in HRM > Payroll Payments first.
- Add Payment is shown only while the payroll has a due, and Add Payment, Edit and Delete only for payrolls of your own shop.
- Generating a payroll records the gross amount in the Day Book with its expense account; the cash or bank goes down only when you pay.
- Deleting a payroll gives its advance salary recovery back to the advance.