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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 ...
Undo a payroll submission
Go to the Payroll Dashboard, go to Filing Management on the left menu and click on the Undo button for the chosen RTIs that have already been submitted. Go back to the Payroll Dashboard, click on the Undo Last Payroll button, make any necessary ...
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 ...
Manually running a payroll
Go to the Payroll dashboard, click on the Run Payroll button and then select how the payslips will be sent out via the Send Payslips drop down menu. You can make any adjustments to an employee’s pay by clicking on the pencil icon to the right and ...
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 ...