Start Using Payroll
Choose a company, import one provider pay run, and review a standardized employee register.
QuickstartFor Business owners, Bookkeepers, Firm staff
What Payroll Does
Payroll brings employee-level reports from different providers into one register. Each run keeps its company, provider reference, pay period, pay date, currency, employee details, hours, earnings, deductions, taxes and net pay.
The portal prepares accounting entries and reports on reviewed payroll. Run payroll, make payments and file taxes through your payroll provider. Creating or approving entries here does not send money.
Import the First Run
- 1
Open Payroll, then Pay Registers, and choose Import pay register.
- 2
Select the authorized company, payroll provider and source run reference.
- 3
Upload or paste an employee-level CSV, fill the blank template, or import the standard JSON format.
- 4
For a PDF or image, upload it to Documents, assign the company and classify it as a payroll report. Choose Saved PDF / image report in the import screen, then extract it.
- 5
Correct the editable source data and preview the standardized register. Check employees, dates, hours and money against the original.
- 6
Resolve reconciliation differences, confirm the source review, and save the pay register.
Periods and Access
You can import and review payroll without creating an accounting period. Pay dates are local register and report filters. Journal preparation separately checks that its accrual and payment dates fall in accounting periods where entries are allowed.
Was this useful?