Difference between revisions of "Overview of Pay, Invoice & Report Process"
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! colspan="3" style="text-align: center; font-weight: bold;" | Pay & Invoice Processing | ! colspan="3" style="text-align: center; font-weight: bold;" | Pay & Invoice Processing | ||
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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]] | ||
|- | |- | ||
| colspan="3" style="text-align: center; font-weight: bold;" | Process Batch | | colspan="3" style="text-align: center; font-weight: bold;" | Process Batch | ||
Revision as of 00:09, 7 January 2018
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 Code | |
Pay & Invoice Processing
| Pay & Invoice Processing | ||
|---|---|---|
| Add Pay
You can add a pay in a number of ways - see Orders | ||
| Process Batch | ||
| Download Bank File | ||
| Email Payslips | ||
| Current Invoices | ||
| Add Invoice | ||
| Send Invoices | ||
| Export Pay Journals | ||
| Export Invoices | ||
| Sales Reports |
