Payroll Upload Module Overview

The payroll upload module provides a simple and easy way to view payroll data and to create and view payroll payments.

Uploading payroll data is simple. Once uploaded, you can generate payroll payments at the click of a button. These are then processed via the same brilliant approvals and payments process flow within ExpensePlus alongside other expenses and payments.

There is no need to enter payroll journal transactions. Simply upload your payroll data and specify any salary splits, and ExpensePlus will do the rest for you!

For organisations that create accounts on an accruals basis and have auto-accruals enabled, ExpensePlus automatically accrues all salary payments to the correct pay period for you, even if payments don't leave your bank until the following month.

Processing Payroll Checklist

1. Upload your payroll data (within the Payroll Upload module - see video above)
2. Create Payroll Transactions (within the Payroll Upload module - see video above)
3. Upload your P30 document to the HMRC transaction (within the receipts module) - this step can be skipped if you pay HMRC by direct debit, and the system setting for direct debit receipts is set to 'optional'
4. Approve payroll transactions (within the approvals module) - this step will be skipped if approvals for payroll transactions are set to 'not required' within your system settings
5. Set up payments and mark these as paid (within the payments module) - this step is skipped for any payments made via Direct Debit, as no payment is needed
6. Upload Bank Statements and reconcile payroll transactions

Useful Helpguide Articles

• Payroll Settings - Customise your payroll settings before getting started
• Uploading Payroll Data - Find out how to upload payroll data
• Creating Salary Payments - Learn more about how this process works
• Payroll Upload FAQ - Discover answers to commonly asked questions