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Agent Setup - Payment
The Payment tab allows an Agent to set up their preferred payment method, as well as manage any other payment types. To edit or delete any chosen payment method, click on either the Pencil icon (edit) or the Bin icon (delete) within the Action ...
Tax Payment summary
The Tax Payment section will allow you manually enter any relevant information that is to be submitted to HMRC in relation to the clients payroll. Features within the Tax Payment section: HMRC Payments Made (manually enter the amount that has ...
Leave management
Setting up leave management: Go to the Payroll dashboard, click on Edit Company and then go to the Common Contractual Terms section under General Terms. Populate the relevant fields and click Save. Editing leave terms for an employee: Go to the ...
How to produce management reports
To produce management reports first go to Reports on the left-hand menu of the client’s main dashboard and then select which type of report is to be produced. To compare current figures with any past figures that have already been produced for ...
Agent Setup - Templates
The Templates tab contains various templates such as engagement letters for different types of businesses, quote and contract and payment terms. There is an option to preview these templates as well the option to edit them to ...