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| − | <table style="border-collapse:collapse;border-spacing:0"><tr><th style="font-family:"Trebuchet MS", Helvetica, sans-serif !important;;font-size:20px;font-weight:bold;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;text-align:center;vertical-align:top" colspan="3">Pay & Invoice Prerequisites</th></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;text-align:center;vertical-align:top">+ Add Employee</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"> </td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;text-align:center">+ Add Client</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;color:#333333;text-align:center;vertical-align:top">- Manage Deductions</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;text-align:center">+ Add Location</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;text-align:center">+ Assign to Division</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;text-align:center">+ Add Pay Code</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal"></td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal"></td></tr><tr><td style="font-family:Arial, sans-serif;font-size:20px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;text-align:center;vertical-align:top" colspan="3">Pay & Invoice Processing</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;text-align:center;vertical-align:top">+ Add Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal"></td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;font-weight:bold;background-color:#ffb737;vertical-align:top">Run Pre-Processing Reports</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal"></td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal"></td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal;vertical-align:top"></td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:0px;overflow:hidden;word-break:normal"></td></tr></table>
| + | ==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. |
| | + | |
| | + | {| class="wikitable" |
| | + | ! colspan="2" style="text-align: center; font-weight: bold;" | Pay & Invoice Prerequisites |
| | + | |- |
| | + | | style="text-align: center; font-weight: bold;" | + [[Add an Employee]] |
| | + | | style="text-align: center; font-weight: bold;" | + [[Add a Client]] |
| | + | |- |
| | + | | style="text-align: center; font-weight: bold;" | - [[Employee Deductions | Manage Employee Deductions]] |
| | + | | style="text-align: center; font-weight: bold;" | + [[Client Location |Add a Client Location]] |
| | + | |- |
| | + | | |
| | + | | style="text-align: center; font-weight: bold;" | + [[Divisions|Assign to Division]] |
| | + | |- |
| | + | | |
| | + | | style="text-align: center; font-weight: bold;" | + [[Pay Codes|Add Pay Codes]] |
| | + | |} |
| | + | |
| | + | ==Pay & Invoice Processing== |
| | + | |
| | + | {| class="wikitable" |
| | + | ! colspan="3" style="text-align: center; font-weight: bold;" | Pay & Invoice Processing |
| | + | |- |
| | + | | 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]] |
| | + | |- |
| | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Process Batch]] |
| | + | |- |
| | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Download Bank File]] |
| | + | |- |
| | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Send Payslips | Email Payslips]] |
| | + | |- |
| | + | | 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;" | [[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 Invoices]] |
| | + | |- |
| | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Sales Report]] |
| | + | |} |
