1. Activate Payroll
Go to:
Your Subscription → Payroll → Learn and Subscribe
2. Create an Employee Role
Go to:
My Info → Roles → New Role (+)
Role name: Employee
Can log in: No
Can edit invoices: No
Allow editing others' invoices: No
3. Add an Employee
Go to:
My Info → Users → New User (+) or edit an existing one.
Assign the created or another suitable role.
Fill in: Basic info, Payroll details, Tax info (from tax card), Bank account, and union dues if applicable.
You may also predefine regular salary (e.g., monthly wage) at the bottom.
Click Save.
4. Calculate Payroll
Go to:
Payroll → Payroll Runs
Enter payday and click Add payroll run.
Select employee and click Add pay row.
Enter row details and click +.
If prepayments exist, add them under Advance deductions.
Click CALCULATE PAYROLL, review and click Approve.
(Repeat for more employees or proceed to payment.)
5. Pay Salary
If bank connections are active:
Choose Pay via bank connection, enter PIN.
Click Approve for sending.
Review payment list and finalize payment.
Click Back when done.
6. Payroll Reports
Go to:
Payroll → Send to Accountant (monthly report + payment slips)
Go to:
Reports → Payroll Reports