You can keep track of personnel expenses in 3 ways:
Recommended - Upload your employees' payslips.
Upload your monthly total staff expenses. If your accountant sends you a monthly summary of your staff costs, we recommend this option.
Upload other staff costs, such as overtime. You can allocate it per employee.
🧑🍳 Payroll per employee
Click on "Upload payroll".
Click on "Per employee" (the recommended option).
Enter the basic information for the payroll
Date - Payroll month / period
Format - Choose between official format and A3 format (see next step)
Enter the amount in the fields according to the format selected in the previous step:
Official format → Accrued + company contribution
A3 format → Company cost
Hide employee - Don't want to upload the payroll of an employee?
Click on the red "x" to hide it. They will not be deleted.
Click on "edit employees" (bottom of the list) and hide / show employees.
Add employees - Want to add a new employee?
Click on "add employee" (end of list). See how to add a new employee.
Optional - Attach the payroll PDF and comments.
Click on "upload and save".
🍳 Payroll Total
Click on the "Upload payslips" button.
Choose the option "No employee breakdown".
Indicate the basic payroll information
Date - Month / period of the payroll.
Format - Choose between official format and A3 format (see next step).
Enter the amount in the fields according to the format selected in the previous step:
Official format → Accrued + company contribution.
A3 format → Company cost
Optional - Attach the PDF of the payroll and comments.
Click on "Finish and upload".
⏱ Other staff costs
Click on "Add another expense".
Enter the information as indicated.
Date - Month / period of the expense.
Optional - Select or create an employee.
Total amount
Optional - Attach a file and/or comments.
Click "Finish and upload".