Difference between revisions of "Overview of Pay, Invoice & Report Process"
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− | {| class="wikitable" | + | ==About== |
− | ! colspan=" | + | 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;" | + | + | | style="text-align: center; font-weight: bold;" | + [[Divisions|Assign to Division]] |
|- | |- | ||
− | |||
| | | | ||
− | | style="text-align: center; font-weight: bold;" | + Add | + | | 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]] |
− | | style="text-align: center; font-weight: bold;" | | + | |- |
+ | | 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;" | | + | | 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]] |
− | |||
− | | | ||
|} | |} |
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 |