Financials
Financials management and processing guidance resources.
By Emma1 author12 articles
Payroll setup & configuration
Configure payroll rules, rates, and settings.
- Update national minimum wageIn this guidance, we explain how to update national minimum wage settings after a change.
- Pay workers by shiftIn this article, we explain how to enable shift payments and set up shift rates so workers are paid by shift.
- Create a new exception typeIn this article, we explain how you create a new exception type and set whether it’s payable, chargeable, or both.
- Pay workers by visitIn this article, we explain how paying workers by visit works and how you set up visit types and pay rates correctly in Business Manager.
- Built-in holiday pay calculationIn this article, we explain how Business Manager calculates holiday pay, how you set it up, and what rules the system uses when working out the payment.
- Add holidays and special day pay ratesIn this article, we explain how to add holiday and special day dates and apply different pay rates to them.
Payroll processing & issues
Run payroll, resolve errors and manage outputs.
- Produce payrollIn this article, we explain how to produce payroll.
- Update the Sage PayrollIn this article, we explain how to update the Sage Payroll interface and register the required files.
- Payroll run producing errorsIn this article, we explain how to review payroll errors and fix 'Multiple valid rate' and 'No valid rate' issues.
- Invoice run producing errorsIn this article, we explain how to review invoice errors and fix 'Multiple valid rate' and 'No valid rate' issues.
- Email invoice reports to clientsIn this article, we explain how to email invoice reports to clients.
- Financial dashboard user guideIn this article, we explain how the financial dashboard works and how to use each section.