If you start using ExpressPay after the begining of the year, there are two options:
- You can generate the payroll for each of the months prior to your starting with ExpressPay. This can be tedious if you have a lot of employees, but this would be a good way to verify the accuracy of data generated by ExpressPay. Note that you will need to process the payroll month by month until you get to the current month. You cannot process the current month and work backwards.
- The second method is more straightforward.
- In the Activities tab, click on Opening Balances.
- Select the employee from the list at the top
- Select the month you are entering data for
- Click on the Add Line button. ExpressPay will add a line with the employee's Basic Pay.
- Add the other details of the employee's payroll such as unpaid leave, allowances, deductions, etc.
- Some details have an edit button [...] next to it. These buttons only become visible when you enter the relevant column. Click on the button to add more details. The columns include allowances, overtime, unit based allowances and deductions. In each of these cases, a new form will open and you can add details by clicking on the Add Line button.
Watch a video on how to enter opening balances