Enable salary types for private funds and company-procured private cards
Expense's salary types must align with the salary types in your payroll system to support the use of private funds and company-procured private cards.
Mirror Expense salary types with your payroll system
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Navigate to: Administer > Chart of Accounts > Salary Types
- Standard salary types are pre-configured but can be customized.
- To export in detailed or summarized form, connect an account to each salary type to ensure transactions aren’t grouped under a single total expense.
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Assign Employee Numbers:
- Go to Administer > Persons, select the person, enter the employee number, and save.
- Multiple salary types can be added to any new salary type, but an employee number must be assigned for each user.
Generate a detailed breakdown of expenses and allowances
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Navigate to: Administer > Settings > Import & Export
- Ensure that each salary type is linked to the correct account in the chart of accounts. This prevents multiple expenses from being grouped into a single lump sum when paid.
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Review Salary Types Configuration:
- Go to Administer > Settings > Salary Types to view and verify how salary types are structured.