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Creating and Managing Payments

Learn how to navigate and use the Payments page

StaffAny avatar
Written by StaffAny
Updated over a week ago

Contents of this article are applicable to the following users

Product: Payroll

Platform: Web

Access Level: Owner

Once your payroll is finalized, you can create payments to generate the bank file and publish payslips. Multiple payrolls can now be combined into a single payment, allowing you to generate a consolidated bank file and payslip.

This guide will cover how to:

  1. Create Payment

  2. Manage Payment

    1. Publish Payslips

    2. Download Bank Files

    3. Download Payment Payroll Report

    4. Download All Payment Payslips

    5. Delete Payment

Create Payment

To create a payment,

  1. Go to Payroll > Payment

  2. Click on Create Payment

  3. All finalised payrolls that have not been added into any payments will be displayed on this page. If a payroll is missing from the table, please go to the Payroll List page and finalise it first.

    1. Payrolls can be selected in any order

    2. You may choose to select either 1 or multiple payrolls to add into a payment

  4. Once done, click on Create and a payment will be created. You will now be able to:

    1. Publish Payslips

    2. Download Bank Files

    3. Download Payment Report

    4. Download All Payslips

    5. Delete Payment

Manage Payment

Publish Payslips

Learn more on how to publish and unpublish payslips in this help article.

Download Bank Files

Learn more on how to generate and download bank files in this help article.

Download Payment Payroll Report

To download monthly payroll report for a specific payment,

  1. Go to Payroll > Payments > … button > Download Payment Payroll Report

  2. You will be redirected to the Payroll Report page. The payroll filter will automatically select all payrolls in the payment.

  3. Select staff and click on Download Report

Download All Payment Payslips

This feature enables you to download all payment payslips into your device at any time

  1. Go to Payroll > Payments > … button > Download All Payslips

  2. All the payslips will be zipped into one file and downloaded immediately.

    1. If you have not published the payroll, all the payment dates in the payslips will be shown as “Unpublished”.

    2. To resolve this, you can publish the payroll and download all the payslips again. By publishing the payroll, the payslips will be distributed to the employees.

Delete Payment

To be able to unfinalize a payroll, the payment associated with it must first be deleted. All published payslips will also be withdrawn.

  1. Go to Payroll > Payments > … button > Delete Payment

  2. A modal will appear. Click on Delete to delete payment

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