Transactions can be created from any view in the Ledger area of the software.
To add a new payroll transaction,
1. Click the "Transaction" button at the top right to open a drop-down menu and select "Payroll".
2. In the entry window, use the first drop-down menu to choose which account is going to be used to make the payment.
3. Use the date selector to add a date for the transaction.
4. Select a payee/employee for the transaction using the drop-down menu.
5. If this transaction has any withholdings, click "Add line" under the Withholdings section and enter the account, amount, and description (if applicable). Only liability accounts can be used for withholdings.
- To add additional line items, click "Add line" and repeat step 5 as needed.
- To remove a line item, click the trash can icon to the right of the line item.
6. Under the Payroll Details section, enter the account, amount, and description (if applicable). Only expense and liability accounts can be used for payroll line items.
- To add additional line items, click "Add line" and repeat step 6 as needed.
- To remove a line item, click the trash can icon to the right of the line item.
7. If applicable, add a memo for the transaction.
8. If applicable, click the Receipts section to attach an image file related to the transaction.
9. Click "Save" to save your new transaction.