Difference between revisions of "Overview of Pay, Invoice & Report Process"
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| colspan="3" style="text-align: center; font-weight: bold;" | Send Invoices | | colspan="3" style="text-align: center; font-weight: bold;" | Send Invoices | ||
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− | | colspan="3" style="text-align: center; font-weight: bold;" | Export Pay | + | | colspan="3" style="text-align: center; font-weight: bold;" | [[Export Pay Journals]] |
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| colspan="3" style="text-align: center; font-weight: bold;" | [[Export Invoices]] | | colspan="3" style="text-align: center; font-weight: bold;" | [[Export Invoices]] |
Revision as of 05:12, 22 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 Divisions | |
+ 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 | ||
Send Payslips | ||
Current Invoices | ||
Add Invoice | ||
Send Invoices | ||
Export Pay Journals | ||
Export Invoices | ||
Sales Report |