Employees
Payroll - Allowances and Deductions in Wages / Salaries
Introduction Both allowances and deductions may affect your employee's taxable income: Allowances: are amounts paid to cover anticipated costs or as compensation for conditions of employment, and are paid regardless of whether the employee incurs an ...
Payroll - Wages & Superannuation Account Setup
Introduction As part of Employee Details setup, you have the option to Add Pay Transactions to Cashbook. You made need to setup the appropriate payroll accounts in your Chart of Accounts. (see below): Accounts required are: An Operating ...
Stop Leave Accruing.
PS Cashbook Stop Leave Accruing Summary How do I stop annual and sick and carer's leave from accruing? Detailed Description Click on the Payroll toolbar icon. Click on employee to highlight. Click on Select Employee button. Click on Leave ...
Payroll - Personal / Sick & Carer's Leave.
Payroll - Personal / Sick & Carer's Leave Setting up Personal/ Carer's leave for an employee, Sick leave accrual and Sick leave taken Overview: The term 'personal/carer's leave' effectively covers both sick leave and carer's leave Employees get 10 ...
Payroll - Annual Leave
Setting up Annual Leave for an employee, Annual Leave accrued and Annual Leave taken each year. Step 1: Setup Employee Leave: Click on the Payroll toolbar icon From the Employees list, click on an employee to highlight Click on the Select ...
Payroll - Add an Employee
To add an employee please follow the steps below: Step 1. Select Payroll from Toolbar Click on the Payroll toolbar icon. A list of employees will be displayed. From the Employees list box in the Payroll screen Click on the Add Employee button. Step ...
Payroll - Setup Default Pay / Rates for an Employee
To setup Standard Gross Pay follow these instructions: Step 1. Select Payroll tab from toolbar Click on the Payroll toolbar icon A list of employees will be displayed Click on the employee to highlight Click on the Select Employee button Step 2. ...
Lump Sum Payments on Payment Summary
How to create lump sum payments so that they will appear on a payment summary. Add a pay as follows (or edit an existing pay): Step 1. Click on the Payroll toolbar option Step 2. Click on employee and then click on the Select Employee button ...
Recording an ETP (Employment Termination Payment) in Payroll / Cashbook Manually
How do I handle Employment Termination Payments (ETP) in Cashbook? Employment Termination Payments (ETP) is a lump sum payment an employer makes: to an employee when their employment is terminated (referred to as a 'Life benefit' ETP) to an ...
How to add Pay transactions to Cashbook
Note: You should use this option rather then manually entering the transaction into Cashbook, automatically reflecting net pay and tax withheld Step 1. Click on the Payroll toolbar icon Click on the Employees tab. Select your employee to edit by ...
PAYG Payment Summary will not print for an employee.
Payment Summary for an Employee not printing Case 1: Tax scales between 74 to 100 are not eligible for a Payment Summary (PAYG). Tax scales 60 and below must have an ABN associated with the employee before a Payment Summary (PAYG) can be produced ...
Payment Summary for an Employee not printing.
Payment Summary for an Employee not printing When printing a Payment Summary for an employee the Report is empty Case 1: Tax scales between 74 to 100 are not eligible for a Payment Summary (PAYG). Tax scales above 60 must have an ABN associated with ...
SuperStream - Employee Tax and Superannuation Fund Details Setup
Step 1 - Ensure all employee Superannuation fund details are entered, including Tax Scale and Tax File Number (TFN): Click on the Payroll toolbar icon. Click on the Employees tab. Click on an employee to highlight. Click on ...
Payroll - Leave Allocation Due.
Payroll - Leave Allocation Due Receiving the message "The following people have leave allocation due:" with a list of employees. This message will appear annually from the date of an employee's commencement, and is just a reminder to update employee ...
Adding pays to the cashbook.
Adding pays to the Cashbook An option to automatically create a Cashbook record from a pay Click on the Payroll toolbar option Click on the Employees tab Click on the employee in question, so it is highlighted blue . Click on the Select ...
Employee Leave entries.
Employee Leave entries Annual Leave or holiday pay allows an employee to be paid while having time off from work. All employees (except for casual employees) get paid annual leave. All permanent and part-time employees are allocated so many weeks of ...
What if I don't have an employees' TFN?
PS Cashbook What if I don't have an employees' TFN? Detailed Description If you are setting up an employee, but they do not have a Tax File Number you may be able to use one of these TFNs provided by the ATO: 111 111 111 for a new payee who has not ...
The following employees have annual leave allocation due.
PS Cashbook The following employees have annual leave allocation due. Summary Detailed Description Annual & Sick Leave in Cashbook On the anniversary of each employee's date commenced, Cashbook will prompt you to add a Leave Record for the leave ...
Emailing Pay Slips.
Emailing Pay Slips Step 1. Select Payroll Icon Click on Payroll toolbar icon. Double-click on the relevant employee (or click on employee and then click on the Select Employee button). Step 2.Select Pays Tab Click on the Pays tab. Double-click on the ...
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 ...
How to get an Allowance to Appear on Your Employee's Payment Summary / Group Certificate
Cashbook Standard / Connect Note: Tax Scales between 61 - 70 are for contractors and not individuals. The flat rate scales in the 61-70 range will need to be changed to something in the 1 - 59 range for the allowance/s to appear on the Payment ...
How to Make an Employee Inactive
Making an employee inactive: Click on the Payroll toolbar icon Click on the the employee you wish to make inactive Click on the Select Employee button Click on the Employee Details tab Tick the Inactive check box in the bottom left corner of the ...