How to link a company’s Payroll to the Bookkeeping module
If you have activated the Payroll module via the clients Bookkeeping module, then the link between the two modules will have already been established.
1. Go to the Payroll dashboard, click on Edit Company and go to the Payroll Details section. There will be a Bookkeeping Links button which you will need to select and then pop up page labelled Link With Accounts will appear.
2. Click on the Account's Company drop down menu, select the correct account and then click Save. This will successfully link the two modules together.
Enabling Automatic Payroll
The Automatic Payroll function allows you to schedule and automatically run the payroll for your clients without you having to manually do so. For director only payrolls where the directors are paid below the national insurance threshold you can ...
Linking the Self-Assessment module to the Payroll module
This is ideal for employment income. To link the Self-Assessment to the Payroll module: Go to the Self-Assessment dashboard of the client in question, select Income on the left-hand menu and then select Employment. Then click on the Link ...
Linking the Self-Assessment to the Bookkeeping module
This is ideal for director's dividends and self-employment income. To link the Self-Assessment to the Bookkeeping module: Go to the Self-Assessment dashboard of the client in question, select Income on the left-hand menu and then select Self ...
Setting up Payroll frequencies
You are able to set up payroll frequencies first at a company level (this is the company standard an employer offers it’s employees) and can then be further broken down to an individual employee level (for employees who are on different payroll ...
Go to the Payroll dashboard, click on Reports and within the Payroll Reports page there will be Employee related reports and Company related reports to select from. You will also be able to select and view any previous reports generated by changing ...