Managing other financial transactions

• Adding Financial Transactions for Employees
• Exporting a list of financial transactions for a specific employee to an XLS or PDF file format
• Rescheduling financial transactions
• Editing details for each financial transaction
• Completing payment for the financial transaction
• Available payment methods for financial transactions

Adding Financial Transactions for Employees:
As an admin, you will be able to create a new financial transaction for each employee as needed.
📌 Note that the types of transactions visible in the dropdown list will depend on transactions previously defined within the "Payments" section under the "Additions" tab.
You can do this by following these steps:

1. Go to "View Employees" from the sidebar menu
2. Select the employee you want to add a financial transaction for
3. Navigate to the Financial Transactions tab
4. Click on New Transaction
5. Select the type of transaction
6. Enter the amount due
7. Choose the payment method
8. Specify the due date

(If the payment method is within the payroll cycle: the system will add the transaction to the payroll according to the specified date)
(If the payment method is outside the payroll cycle: the transaction will be displayed in a report of financial transactions outside the payroll)

1. Add an attached file related to the selected transaction (optional)
2. Write a description or note (optional)
3. If the payment method is outside the payroll cycle, the option "Have you previously paid this to the employee?" will appear
4. Click Add"

You will be able to see the list of completed financial transactions along with their details such as transaction status, type, etc

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Export a list of Employees financial transactions for a specific employee to XLS or PDF file format:

1. Go to the Employees view from the side menu
2. Select the employee whose financial transactions you want to export
3. From the tab, go to **** Financial Transactions
4. Click Export on the left side above the Financial Transactions table
5. Select the appropriate format for you (XLS) or PDF.

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Rescheduling Employee Transactions:

You can reschedule financial transactions for employees, allowing you to change the due date for any unpaid transaction by following these steps:

1. Go to View Employees from the sidebar menu
2. Select the employee for whom you want to reschedule the transaction
3. Navigate to the Financial Transactions tab
4. Find the desired transaction
5. Click on the three dots ... for the transaction you wish to reschedule
6. Choose Reschedule
7. Select the new due date (only future dates can be selected)
8. Click Reschedule

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Editing Details for Each Financial Transaction:

You can always update the details of each transaction by following these steps:

1. Go to View Employees from the sidebar menu
2. Select the employee for whom you want to add a financial transaction
3. Navigate to the Financial Transactions tab
4. Find the desired transaction
5. Click on the three dots ... under the Operations section
6. Choose Edit (from here, you can view all the details of the financial transaction and update the information)
7. Click Save Changes

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Completing Payment for the Financial Transaction:

You can always complete the payment for each transaction for which the payment method has been specified (outside the payroll cycle) by following these steps:

1. Go to View Employees from the sidebar menu
2. Select the employee
3. Navigate to the Financial Transactions tab
4. Find the desired transaction
5. Click on the three dots ... under the Operations section
6. Click Complete Payment
7. Choose the payment date
8. Click Confirm

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Available Payment Methods for Financial Transactions:

1- Within the Payroll Cycle: The system will add the transaction to the payroll according to the specified date.

2- Outside the Payroll Cycle: The transaction will be displayed in a report of financial transactions outside the payroll.

Types of Payment Status for Financial Transactions:

Open: A financial transaction has been added (within or outside the payroll cycle) and payment has not been confirmed.

Confirmed: A financial transaction has been added for payment within the payroll cycle, and the payroll has been confirmed.

Paid: Payment for the financial transaction has been confirmed from the employee's file.

Under Review: Financial transactions have been added for payment within the payroll cycle, and the payroll status is still under review.

Cancelled: The financial transaction has been cancelled.