Difference between revisions of "Overview of Pay, Invoice & Report Process"
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| style="text-align: center; font-weight: bold;" | + [[Add a Client]] | | style="text-align: center; font-weight: bold;" | + [[Add a Client]] | ||
|- | |- | ||
− | | style="text-align: center; font-weight: bold;" | - | + | | style="text-align: center; font-weight: bold;" | - [[Employee Deductions | Manage Employee Deductions]] |
− | | style="text-align: center; font-weight: bold;" | + Add a | + | | style="text-align: center; font-weight: bold;" | + [[Client Location |Add a Client Location]] |
|- | |- | ||
| | | | ||
− | | style="text-align: center; font-weight: bold;" | + | + | | style="text-align: center; font-weight: bold;" | + [[Divisions|Assign to Division]] |
|- | |- | ||
| | | | ||
− | | style="text-align: center; font-weight: bold;" | + | + | | style="text-align: center; font-weight: bold;" | + [[Pay Codes|Add Pay Codes]] |
|} | |} | ||
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| colspan="3" style="text-align: center; font-weight: bold;" | Add Pay | | colspan="3" style="text-align: center; font-weight: bold;" | Add Pay | ||
− | You can add a pay in a number of ways - see [[Orders]], [[Hours Import]] | + | You can add a pay in a number of ways - see [[Orders]], [[Hours Import]] |
|- | |- | ||
| colspan="3" style="text-align: center; font-weight: bold;" | [[Process Batch]] | | colspan="3" style="text-align: center; font-weight: bold;" | [[Process Batch]] | ||
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| colspan="3" style="text-align: center; font-weight: bold;" | [[Download Bank File]] | | colspan="3" style="text-align: center; font-weight: bold;" | [[Download Bank File]] | ||
|- | |- | ||
− | | colspan="3" style="text-align: center; font-weight: bold;" | [[Send Payslips]] | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Send Payslips | Email Payslips]] |
|- | |- | ||
− | | colspan="3" style="text-align: center; font-weight: bold;" | | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Invoices| Current Invoices]] |
|- | |- | ||
| colspan="3" style="text-align: center; font-weight: bold;" | [[Add Invoice]] | | colspan="3" style="text-align: center; font-weight: bold;" | [[Add Invoice]] | ||
|- | |- | ||
− | | colspan="3" style="text-align: center; font-weight: bold;" | Send Invoices | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Current Transactions |Send Invoices]] |
|- | |- | ||
| colspan="3" style="text-align: center; font-weight: bold;" | [[Export Pay Journals]] | | colspan="3" style="text-align: center; font-weight: bold;" | [[Export Pay Journals]] |
Latest revision as of 06:01, 11 October 2019
About
The following is an overview of the Pay, Invoice and Report process in PinvoiceR and is designed to give a high level view of the steps involved.
Before you start
These are the prerequisites for Employees and Clients that are needed prior to commencing a pay run.
Pay & Invoice Prerequisites | |
---|---|
+ Add an Employee | + Add a Client |
- Manage Employee Deductions | + Add a Client Location |
+ Assign to Division | |
+ Add Pay Codes |
Pay & Invoice Processing
Pay & Invoice Processing | ||
---|---|---|
Add Pay
You can add a pay in a number of ways - see Orders, Hours Import | ||
Process Batch | ||
Download Bank File | ||
Email Payslips | ||
Current Invoices | ||
Add Invoice | ||
Send Invoices | ||
Export Pay Journals | ||
Export Invoices | ||
Sales Report |