Sending Payroll to Accounting

Sending Payroll to Accounting

Pushing payroll to Accounting records employee labor as individual transactions.

Sending Payroll to Accounting
Viewing Payroll Transactions

Expense Types must be defined before proceeding.

Sending Payroll to Accounting

Pushing a payroll cycle to Accounting creates individual employee timecard transactions at the Account level, all sharing the same Expense Type, memo, reference number, and payroll method.

1. On the web portal, go to Gear icon > Payroll > Manage Payroll.
2. Choose an Expense Type for payroll labor costs. Only Overhead Expense Types will be listed.
   
3. In the Accounting Sync column, click Send to Accounting on a processed payroll cycle.
4. Fill in the information.
   • Memo - A short description of the transaction.
   • Reference Number - A reference number associated with the transaction.
   • Payment Method - The payment method used to payout employee labor.
     
5. Select Save to push the payroll data to the Accounting feature.

   • After pushing to Accounting, the Accounting Sync button is replaced with the submission date.

Viewing Payroll Transactions

1. Go to the Gear icon > Manage Account.
2. Select the Accounting tab.
3. Select the Transactions subtab.
4. Scroll to the bottom of the page to view transactions.
   • The Payment Date for labor transactions will be the same as the employee's timecard (clock-in) date.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.