Create and edit Payables in payrolls

How to define payment types and include them within or outside the payroll

Payables types specialize in defining all Payables paid to the employee, whether within or outside the payroll.

Some types have been predefined in the system due to their connection to self-service requests, such as:

• Overtime work
• Repayment of employee loans
• Financial claims
• Settlement of business trips

While some are defined by the company based on its needs, such as commissions, bonuses, and others.

Setting up and adding Payables types:

As a system admin or person with permission, you can customize payment types for the institution and each payroll run.

To customize a new payment type, you should navigate as follows:

1. Go to settings.
2. From the sidebar menu, choose (Payables) under the payroll run.
3. Click on the (Additions) tab.
4. Click on (Add New)

5. Type the name of the add-on type in either English or Arabic.

6. Adds a description (optional).

If you want to activate both options together, you must set the default one of them

7. Select the payroll paths to which it is to be added.

8. You can also specify whether it will be in-payroll path or out-payroll path -which the user has chosen- by default.

9. Click Add.

edit the type of payments in the payrolls in the system as follows:

1- Click on Settings

2- Click on Payments under the payroll.

3- When clicking on the "Additions" or "Deductions" tab, all additions and deductions that have been recorded in the system will appear.

4- To show the additions and deductions next to any payroll that has this type of payment.

5- To make an amendment, the user clicks on the edit button for the type, then chooses any payroll that the user wants to add this type to, and chooses whether the transactions will be paid on this type, whether an addition or a deduction inside or outside the payroll.

You can also control the financial transaction reflection for each payables type by selecting the payment method in or out the payroll.

Example:

Let's take an example of a payables type called "Bonus" that most institutions pay out their payroll.

Now, to add a new payables type named "Bonus," for example, and then specify its payment method as out the payroll run, the financial transaction for the "Bonus" will appear in the report of transactions out the payroll.

The same example applies if the payment method is in the payroll, then the financial transaction will appear in the payroll table."