Payroll
Payslips, Setup, Remittances, Purchase Orders and Deductions.
By Terence1 author110 articles
Setup
Everything to do with setup
- Worker Holiday (WTD) Screen Calculation GuideA simplified explanation of how Holiday Pay per Hour and Accrual Breakdown are calculated and presented.
- Add privileges to an operatorThis article explains how to add privileges for operators.
- Process SSPIn this article, we take you through the process of processing SSP (Statutory Sick Pay.)
- Create payroll calendars, periods and sessionsThis article explains how you create payroll calendars, periods and sessions.
- Create a new operatorIn this article, we explain how you can create a new operator.
- Overriding Purging Lock, Period Close Lock or Invoice Generation LockThis article explains what to do if you get a message saying one of the following processes are already running: - Purging, - Period Close, - Invoice Generation.
- Manual P6 EntryThis article explains how to manually change a workers tax code when you do not have a PAYE Form configured.
- Add a new user to an EmployerThis article explains how to add a new user to an Employer.
- Create a new rateThis article explains how to set up a new rate in Access Pay & Bill.
- Identify a function codeIn this article, we explain how you can identify a function code.
- Set up SMPThis article explains how to put a worker on to SMP (Statuary Maternity Payment).
- Auditing GuideThis article explains how you set up and use auditing within the application.
- Add or remove a role from the systemIn this article, we take you through the process on adding or removing a role from the system.
- Create Invoice CalendarsIn this article, we explain how to create invoice calendars.
- Delete a workerIn this article, we explain how you can delete a worker.
- Update nominal link namesIn this article, we take you through the process to follow if you want to change the name of your nominal links.
- IR35 overviewThe purpose of this article is to provide more information on the IR35 rules and regulations.
- Set up a VAT AdjustmentIn this article, we take you through the process to follow to set up a VAT adjustment.
- Error - Invalid Tax Code on QSVLearn the process you can follow to resolve the Invalid Tax Code error you're getting on QSV.
- Worker assigned to wrong Umbrella or Supplier recordLearn how to transfer a worker from their existing supplier to a new supplier record.
- Force SMP payments through on a workerLearn the steps needed to force through SMP payments for a worker.
- Create new payment or deductionLearn how to create new payment or deduction in the system.
- A brief explanation of ApportionmentLearn how Apportionment works in Access Pay & Bill.
- Set up consultant splitsLearn what you need to do to set up consultant splits.
- Set payment terms against a supplierLearn how to set payment terms up against a supplier (LTD/Managed Agency/Umbrella) and Access Pay & Bill.
- Reinstate workersIn this article, we explain how you can reinstate a worker that's left and come back.
- Set up Electronic P45'sLearn how to set up electronic P45's in Access Pay & Bill.
- Create nominal account for departmentLearn how to create a nominal account for a department.
- Set up a CIS workerLearn how to set up a CIS worker if you are a CIS (Construction Industry Scheme) registered employer.
- Manually override paternity payLearn what to do if the system states the worker is not entitled to paternity pay when I try to process paternity pay.
- SMP won't calculateLearn what to do if you have a worker that has just come over on to your system, but when we add an SMP record it will not calculate.
- Add sort codesLearn how to add some new sort codes.
- Create an extra payroll period and sessionLearn when and how to create a week 53 in Access Pay & Bill.
- Change a template code for Client E-BillingLearn how to change a template code for Client E-Billing.
- Multiple Email Addresses for a SupplierLearn how to use multiple email addresses on a Umbrella Supplier Record.
- Worker is not on the PayrollLearn what to do if, when attempting to Main Calculate a worker, you get the error message: Worker is not on the payroll
- Set up Client Reference Fields (CRFs)Learn all you need to know to set up Client Reference Fields (CRF's).
- Can't find function code in function listLearn the process to resolve being unable to find the function code.
- Set up Electronic P60s (eP60s)Learn how to set up EP60's (Electronic P60's).
- Change the Consultant Code of a ConsultantLearn the process of changing the consultant code.
- Disable Operators rather than deleteLearn how to disable operators that you no longer require.
- Change the Self Bill option from Separate to CombinedLearn what you need to do to change the Self Bill option from Separate to Combined.
- Webinar - IR35 FunctionalityLearn all about the IR35 Functionality in Access Pay & Bill.
- Add a new VAT rateLearn how to create a new VAT rate.
- Send From email address for TemplatesLearn where to update the send from email address for your templates
- Webinar - All About Statutory Pay - MaternityLearn all about Statutory Maternity Pay and / or KIT (Keeping in Touch) days using the webinar.
- VAT on supplier not being paid outLearn what to do if you have a supplier who has a VAT number and all timesheets have a VAT code, but no VAT has been paid out.
- Temporary NI numbersLearn how to use a temporary national insurance number when one of my workers has a temporary NI number but the number is not accepted by the system.
- Set the Apprenticeship LevyLearn where to set the Apprenticeship Levy allowance in Access Pay & Bill.
- Enable Customer Reference Field tab (CRF) for ClientsLearn where to Enable the Customer Reference Field tab within Client Maintenance.
- Where to find the current Statutory ParametersLearn how you can check the current Payroll Parameters.
- Invalid tax code error on QSVLearn what to do if you get the invalid tax code error: Final Tax Code used is blank and Tax this Employment is non zero.
Payslips
Everything to know about payslips
- Reprint a payslip for a workerIn this article, we take you through the process to follow if you need to reprint a payslip / a range of payslips for a worker.
- Reprint a previously generated payslipLearn how to reprint a payslip that has been previously generated.
- Create a PI (Purchase Invoice)Learn how you can create a PI payment (Purchase Invoice).
- Payslip logo not visible on payslipLearn what to to if, when you print payslips, the logo is no longer visible.
- Payslip password protectionLearn how to configure the functionality in Access Pay & Bill to password protect Payslips, P45s and P60s sent electronically.
- PDFs missing from emailed remittanceLearn what to do if you are experiencing issues where a PDF payslip/remittance is either not generated, or not attached to the email sent when printed.
- Payslip emails have no subject or body textLearn where you can define the subject and body text of payslip emails.
Deductions
All you need to know about deductions
- Change an NI categoryIn this article, we explain how to change an employee's National Insurance (NI) letter by following these steps.
- Process a payroll entry by referenceThis article explains how you can make a manual payment/deduction by payroll reference against a worker.
- Process Returned FundsThis article explains how to process the return funds through payroll.
- Worker has been over-taxedThis article explains what to do if you have a worker that's been over-taxed, and your own calculations confirm this.
- Find a table basis for DEA/AEOIn this article, we explain how to find a table basis for DEA or AEO.
- Worker wrongly has student loan and has paid, but now has an SL2Learn what to do if a worker wrongly has student loan and has paid student loan deductions, and HMRC have sent a stop form, but does PAB refund once an…
- Overpayment and reversalLearn if an overpayment sits against a worker or the umbrella when a reversal is made.
- Set up deductionsLearn how to manually attach a deduction to an employee.
- Suspend a deductionLearn how you can suspend a deduction.
- Create a DEO/CMEC deductionLearn how to create a DEO (Deduction from Earnings Order) or CMEC (Child Maintenance and Enforcement Commission) deduction in the system.
- Add a standard deduction to a workerLearn the process of adding a standard deduction to a worker.
- Where is Student Loan Plan TypeLearn how and where to find a workers Student Loan Plan Type.
- Process a deduction via Payroll by ReferenceLearn how to process a deduction via Payroll Entry by Reference.
- Student Loan ThresholdsLearn how to find out what the current student loan thresholds are.
- Trigger admin fee for every AEO deductionLearn how you can trigger an admin fee every time an AEO (Attachment of Earnings Order) deduction is taken.
- Worker receiving massive tax rebate after tax code changeLearn what to do if, after applying a tax code change to a worker, the worker has received a substantial tax rebate.
- Employee not taxed after tax code changeLearn how to establish why your worker is not paying tax.
Reports
Payrollreports
- Set up a DEAThis article explains how to set up a Direct Earnings Attachment (DEA) by following the steps below.
- Run Payroll Analysis Report for previous sessionIn this article, we take you through the process to follow if you want to run a Payroll Analysis Report for a previous Period or Session.
- Missing data on the EIR reportIn this article, we take you through the process of what to do if you have had your EIR report extract with an amount, but no candidate details next to…
- Create a CIS300In this article, we take you through the process to follow to create a CIS300.
- Employment Intermediaries Report (EIR) - Engagement Status details blankLearn how to resolve the problem of a blank EIR engagement status.
- Differences between GP report and Sales Invoice Day BookLearn how to reconcile differences between Charge totals within the GP report, with the Invoice Totals within the Sales Invoice Day Book.
- Where does an overpayment showLearn where you can view an overpayment against a worker.
- Payroll Reports vs EPS figuresLearn why the monthly EPS (Employer Payment Summary) figures are slightly different to the figure produced each week on the payroll reports.
- Worker reportLearn how to run a report to detail new starters and the dates they started, along with their NI and DOB for a certain time/date range and those that have…
- Where to find the DEA reportLearn where to find the DEA (Direct Earnings Attachment) report.
- Order gross profit report by consultant, worker and client.Learn how you can order your gross profit report by Consultant, worker and client.
- Generate the Payroll Journal Report for a previous periodA clear guide for payroll administrators on what is - and isn't - possible when a past report goes missing in Pay & Bill.
- Gender pay gap reportingLean what you need to do in regard to reporting the gender pay gap.
- QSV error - NI values are negativeLearn what to do if, after changing a workers NI letter from A to C, the QSV (Quality Standard Value) report gives the following error message: NI values are negative.
- Report to show all workers current holiday entitlementsLearn if there is a report to show all workers current holiday entitlements i.e. basic holiday accrued, additional accrued and average holiday pay.
- Workers not showing on Accounts Entries for one periodLearn what to do if your workers are not on the accounts entries which you use to tally various reports.
- What is the calculation for WTR in the GP reportLearn how the calculation for WTR (Working Time Regulations) are done in the GP report.
- View a workers YTD valuesLearn where you can view the Year to Date (YTD) details for a worker.
Timesheets
All about timesheets
- Adjust a timesheet via Adjustment Timesheet EntryThis article explains how to adjust a timesheet via timesheet entry.
- Kofax PerformanceThis article explains what to do if your Kofax is running very slowly and impacting your payroll processing.
- Create your timesheet calendarsThis article explains how to set up timesheet calendars.
- Correct wrongly processed IR35 timesheetsFollow this process if you have processed a worker as IR35 and should not have or you have not processed a worker as IR35 and should have.
- Delete a timesheet that hasn't been paidLearn the steps needed to delete a timesheet that hasn't been paid.
- Timesheet Boundaries and ValidationLearn if allowing more than x hours through Tempest, has any impact in the system.
- Pay holiday via a timesheetLean what to do if remaining holiday has cleared down before you could pay the worker.
- Delete an Online timesheetLear how to remove a non-worked online timesheet.
- Timesheet Adjustments with Tax ApportionedLearn how to adjust a timesheet from a past period.
- Unable to create blank timesheet for portalLearn what to do if you want to create a blank timesheet for a worker in the portal, through the Create Timesheet Option, but no timesheets are being created.
- Holding Umbrella Timesheets from Payroll after calc runLearn if it is possible to hold timesheets after you've run the calculation for your umbrellas.
- Check why an online timesheet will not createLearn how to check why an online timesheet will not create.
- Kofax is not transferring images between foldersLearn what to look for if images are not being transferred between Documents to Import and Kofax Documents which means Pay & Bill cannot see the images to match with…
- Unhold a timesheet from PayrollLearn what to do if you have timesheets that have been held from payroll and you need these so they can be paid.
- Invoices not generated after client VAT rate changedLearn what to do if you recently changed the VAT rate on a client record, but subsequently found some timesheets remain uninvoiced after invoice generation.