The payrun screen has two main data columns that work together to help you process payroll.
Staff list (left column - yellow and white)
The staff list displays employees who have been selected (using Who to pay) or imported to pay (using the Import button)
To view an employee's transactions:
Click on the employee's name in the staff list.
Their transactions will appear in the transactions list on the right.
Transactions list (right column - green and white)
The transactions list displays the pay transactions for whichever employee is selected in the staff list.
Categories are organised by tabs:
Work: Paid time at work.
Leave Taken: Paid leave.
Allowances: Other payments.
Recurring Deduct: Regular deductions from net pay.
Sundry Deduct: One-off deductions.
Overheads: Additional costing (not actual payments).
Whichever tab is selected determines what the transactions list displays for the selected employee.
Transaction summary
A summary is provided to the right of the transactions list. It displays information about whichever transaction is selected in the transactions list.
Creating transactions
You can create transactions by:
Using the + button on the interaction bar at the bottom of the transactions list.
Importing data, which will automatically categorise transactions to their appropriate paycode and category
The tab you have selected determines what type of transaction will be created when you use the + button.