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  • Additionally user can set up advanced criteria to set conditions for which beneficiares bills should be created.

    • field - field on which search criteria is applied

    • filter - is value exact, greated or less than set amount

    • value - can be true or false

    • amount - value refering to filter

With the use of advanced criteria, we have the flexibility to customize the calculation rule. This allows us to add additional amounts to the base amount depending on the specified criteria. In that way we can customize calculation rule on PaymentPlan level.

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  1. Create new payment cycle

  • Go to Payments → payment cycles tab

  • Create new payement cycle on top of the page

  • Dates must match with those which were set up for payment cycle, otherwise bills wont be created)

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  1. Create new payroll, after saving data payroll should be in ‘CREATED’ status

  2. Projekt bez nazwynazwy12.mp4

    Navigate to tasks → approve payroll section and accept task. After that payroll should be in awaiting reconciliation status

    Projekt bez nazwy2.mp4
  3. Then all invoices should be paid and payrol should be reconciliated. To do so navigate back to tasks-> navigate to payroll reconciliation tasks and accept task

    Projekt bez nazwy3.mp4

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