Pinvoicer: Created page with "=About= In the AU version of PinvoiceR there is a back pay process that will automatically calculate back pays (and back charges) for people/clients who have had rate changes..."

2020-10-27T00:14:09Z

Created page with "=About= In the AU version of PinvoiceR there is a back pay process that will automatically calculate back pays (and back charges) for people/clients who have had rate changes..."

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=About=

In the AU version of PinvoiceR there is a back pay process that will automatically calculate back pays (and back charges) for people/clients who have had rate changes.

=How to Use=

This functionality builds on the Schedule Rate Changes process in PinvoiceR and allows clients to back date a rate change and then automatically find those clients/employees affected.

The first step is to [[Scheduling Rate Changes|schedule a rate change]] and in the case it is from an earlier date (eg you are advised today of a rate change that is effective from 3 months ago) you then click on '''Back Pay Batches''' from the main menu.

Then click the <kbd>Add Backpays</kbd> button to search for the client and employees affected.

[[File:PinvoiceR_-_Search_for_Backpays.png | 600 px]]

From there you will see a report of the people affected and you can decide what columns you want in the report by clicking on the <kbd>Column Visibility</kbd> button at the bottom of the report. Clients will generally use this information and download into CSV format to then review before going to the next stage.

[[File:PinvoiceR_-_Backpays_search_results.png | 600 px]]

Then Select the relevant rows (eg click the <kbd>Select All</kbd> or <kbd>Select Filtered</kbd> buttons) and then the <kbd>Add Backpays</kbd> button. This will then show you the list of all of the transaction rows that will be created - should you wish to proceed to process the backpays.

[[File:PinvoiceR_-_Unprocessed_Back_Pays.png | 600 px]]

From here, scroll to the bottom and;

* Select the relevant rows (eg Select All or Select Filtered)
* change the period end date (if necessary - ie it will default to the next sunday)
* select No Charge - if doing paus only
* select No Pay - if doing charges only
* Click the <kbd>Create backpay transactions</kbd> button

Then from the main menus click on '''Backpay Batches''' - to see the pay batch and process.

[[File:PinvoiceR_-_Backpay_Batch.png | 600 px]]

Back Pays - Revision history

Pinvoicer: Created page with "=About= In the AU version of PinvoiceR there is a back pay process that will automatically calculate back pays (and back charges) for people/clients who have had rate changes..."