This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Company Setup ............................................................................................................................................... 4
User Setup ....................................................................................................................................................... 4
Bank Setup ....................................................................................................................................................... 6
Debtor Groups ............................................................................................................................................. 7
Export the Bank File ................................................................................................................................ 22
The Avgs button will display the current 4, 12 and 52 week average hourly rates for this employee. This will show the higher of: Salary or Calculated Average or Rate 1 The rate calculator can be used to establish the base rate when given the full rate to pay
Notes: ▪ The areas highlighted indicate the minimum detail preferred ▪ Use % Holiday Pay for Casuals and Fixed Term (<12 months) employees ▪ Use Annual and Sick Leave for Permanent/Part Time employees
PayBiz main menu > Payroll > Tally Sheets > Add Tally Sheets are the central entry point for all chargeable work to be entered. From the Tally Sheet, payslips are created for staff and invoices are created for your customers.
PayBiz main menu > Payroll > Payslips The Payslip screen is where you can manually Add new payslips, Edit existing payslips for non-tally sheet entries such as Deductions or Comments, or View and Reprint paid payslips.
• Additional columns can be added to the line table by right clicking on the grey column header and choosing Insert Column. This means you can customise the details to your preferences.
• To add new lines right click on an existing line or left click on a blank line.
• Left click on an existing line to view or edit the details.
• Comments can be added by clicking on the Comment/Leave Adjustment tab. NB the Leave Adjustment relates only to staff on ordinary wages/salary who accrue leave in hours, not for staff who are paid holiday pay as a percentage.
• Auto generate wages or salary payslips Staff on Salary most likely do not have their payslip created via a tally sheet. Therefore this function allows you to automatically generate the payslips for these staff.
• Enter the For Date within the pay period
• Click Generate - payslips will be generated
• Payment will show in Banking Transactions when Pay Wages is clicked
Setting up Staff for Salary
PayBiz main menu > Payroll > Employees
• Rates tab: o Remove the tick from No Auto Payslip. o Enter the annual salary amount into the Salary field. o Remove the tick from Add T/S lines to Payslip unless you want staff to be paid Salary AND tally
sheet work.
• Stnd tab: o Add a standing line for a Salary Pay Type
IRD File Click IRD File to open the IRD File screen and generate the files to upload via MyIR.
Field
Description
Tick Box Date Paid Folder Employment Info New Departed Emp Open buttons
Tick to enable the top section to generate the files. Defaults to ticked. Enter the Date Paid. Double click or F8 for a lookup. Defaults to the paid date if opened from Pay/Check Wages, otherwise will default to the current date. Browse to the folder where the file is to be written. Current employees and pay records. Untick if not required. All active employees (employees without a finished date) will be in the exported file. Employees who have had their first payslip since the last filing period. Employees who have a Finished date that has not yet been reported to IRD. Untick if not required. Click Open to open and view the contents of the file after it has been created.
• The IRD No will be pre-filled from Company Details
• Contact and Phone will retain the info entered
• Email is optional, not retained, not required for payday filing Click to open the My IR login page to log in and import the files.
Summary Date Range From Date To Date Use Date Paid Exclude Zero Lines
Tick to print the Summary Report for the specified date range rather than the current payday report. Enter the date range for the report. Useful to get the month totals when it comes time to pay. Tick this to use the PAY DATE rather than PAYSLIP DATE. Only include employees with payslips within the date range on the printed report.
Print Preview File Exit
If Summary Date Range is ticked, the Pay Summary for the specified date range will print. Otherwise, the Pay Summary for the payslips with the specified Date Paid will print. Print Preview to see the report output. Click to create the files in the specified folder for the Date Paid entered.