Enabling Payroll Transactions to be added to Cashbook

Enabling Payroll Transactions to be added to Cashbook

This article details how to set up an employee so pays can be added from Payroll into Cashbook

For how to add existing pays into Cashbook, click here

Step 1: Enable Adding Pays to Cashbook for the Employee




  • Payroll tool-bar icon, this is also accessible via the Registers/Payroll menu option
  • Select the employee
  • Employee Details tab
  • Tick Add Pay Transactions to Cashbook box


Step 2: Set the Pay By Setting

  • Default Pay Rates tab
  • Select a Pay By option other than Cash

Step 3: Confirm

When adding a pay into Payroll, the following prompt will appear. Select Yes to add the transaction into Cashbook

 
The pre-filled transaction window will appear, similar to below:


Step 4: To manually add transactions to Cashbook

1. Click Payroll
2. Choose Employees tab
3. Double client to select employee
4. Right click to manually add to Cashbook


Article ID 671