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 Location | + | | style="text-align: center; font-weight: bold;" | + [[Client Location |Add a Client Location]] |
|- | |- | ||
| | | | ||
| − | | style="text-align: center; font-weight: bold;" | + Assign to Division | + | | style="text-align: center; font-weight: bold;" | + [[Divisions|Assign to Division]] |
|- | |- | ||
| | | | ||
| − | | style="text-align: center; font-weight: bold;" | + Add Pay | + | | 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]] | ||
|} | |} | ||
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 |
