Post expense claims to Payroll

Use this if you have imported resources from Sage Payroll, and you want to post the details of their expense claim transactions to Payroll, so that you can generate payments.

You can specify the criteria for the expense claim data to post, and select which Sage Payroll companies it will be posted to. Only expense claims that have been posted to Financials or Project Accounting can be sent to Sage Payroll.

The system will record that the expense claim has been posted to Payroll. To prevent accidental duplicate postings, you cannot post the same claim again.

Note: You can print a report on pay and hours worked for each resource (see Project Accounting > Reports > Timesheets & Expense Claims > Payroll Report (by Resource).

To post expense claims to Payroll

Open: Project Accounting > Utilities > Import and Export > Post Expense Claims to Payroll.

In the Companies list, select the Sage Payroll companies to which you want to post transactions.

In the Posting Details section, select the criteria of the transactions to be posted to Payroll:

To include users marked as leavers, enable Include leavers.
To specify a date range for the transactions, select Enter date range and specify the From and To dates for the range.
Click OK to confirm the criteria.

Click OK to confirm the criteria.

The Select Expense Claims for Posting to Payroll window appears, showing the expense claims for the companies and criteria that you have specified.

To check the details of an expense claim, select it from the list and click View.

Select the expense claims that you want to post.

Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

Click Post to post the selected expense claims to Payroll.

Note: You may be prompted to enter a username and password for the Payroll connection.

When you have finished posting expense claims, click Close.