What this screen is for
This is the money side of payroll. Cards at the top show the paid amount, the payable amount still outstanding, the total across all records and how many employees have payments; clicking a card filters the list to match. Below them you move between periods with arrows, switching between a monthly and a yearly view, with a shortcut back to the current period.
The list itself can be searched and sorted, deleted records can be shown, and a record payment option covers historical or manual payments that did not come from a payroll run.
When to use it
Use it after a payroll run to see what is still payable, and to record payments made by other means so the outstanding figure stays honest.
What you see on this screen
Four cards head the page: Paid with a count of payments, Payable with a count still pending, Total Payments with a count of records, and Employees with payments. The first three filter the list; the last links to the employee register.
The table beneath carries:
- Employee — photo or initials, name and employee code. A deleted record is tinted and carries a Deleted tag.
- Payment Date — when the payment was made. Sortable.
- Period — the pay period the payment belongs to. Sortable.
- Status — where the payment has reached. Sortable.
- Payment Type — Regular, Bonus, Arrears, Advance or Final Settlement. Sortable.
- Gross — total earnings before deductions. Sortable.
- Deductions — what was taken off.
- Net Pay — what is due to the person. Sortable. On a part-paid row, the amount paid and the amount still due are named underneath.
- Actions — approve, record a payment, view, edit and delete; restore and delete forever on deleted rows.
A footer row gives the page total for gross, deductions and net. Where a period has employees with no salary payment yet, an amber panel lists them with a shortcut to create each one.
Filters and actions
- Monthly / Yearly, the arrows, and This Month / This Year — move between periods.
- Search — by payment number or employee.
- Show Deleted — includes deleted records, with a count beside it.
- Newest First / Oldest First — flips the sort direction.
- More Filters — opens Employee, Status, Payment Type and Payment Mode, with a Reset button.
- Record Payment — enters a payment that did not come from a payroll run.
Status values
- Draft — generated but not yet approved.
- Payable — approved and due to be paid.
- Unpaid — outstanding.
- Partially Paid — some of the net pay has been settled.
- Paid — settled in full.
- Cancelled — withdrawn.
Related
- Run Payroll — generates the slips these payments settle
- Employee Balances — what individual staff still owe or are owed