Paying your employees > Payroll setup tasks
You can also use the Easy Setup Assistant to set up payroll. For more information, see ‘Set up payroll’ on page 36.
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Welcome 
New FeaturesIntroduction Setting up your company fileAdvanced setupBankingSalesPurchasesPaying your employeesBilling for timeStock 
Creating items Making stock adjustments Multiple stock locations Building items Count stock Reviewing your stock information Setting item prices Customising stock International transactionsReporting VATLists Adding a record Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records TransactionsReports FormsContact managementFinancial control Tracking financial information Tracking reimbursable expensesBudgets Auditing your records Reviewing financial information End-of-period procedures Month-end proceduresStarting a new financial yearStarting a new payroll year Managing user accounts and company filesImporting and exporting data Networking company files
New Features Web Store Setup and Details Web Store Selling Details Web Store Sync Options Web Store VAT Accounts Progress Billing Progress Billing Transaction report Create Invoice from Purchase Action Menu Read-only File Setting AccountEdge Mobile Application Time Tracker for AccountEdge Preview PDF before printing New PDF engine improvements Better Handling of graphics on forms Expanded Note fields Start a New Financial Year Spend Money Interface redesign Payroll Compliance Tax Calculations End of Year Payroll Assistant
Payroll Compliance Tax Calculations End of Year Payroll AssistantIntroduction Setting up your company file Overview Create a company file Set up accounts Enter account opening balances Set up preferences Set a password for the Administrator user ID
Set up accounts Enter account opening balances Set up preferences Set a password for the Administrator user IDAdvanced setup Overview Set up sales Set up purchases Set up payroll Do an initial bank reconciliation
Do an initial bank reconciliation Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Create item records Enter stock opening balances Set up a Web Store Manage Mobile Application Manage Time Tracker Banking Receiving money Preparing a bank deposit Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Reconciling your bank accounts Importing statements Recording miscellaneous transactions Credit card transactions Analysing your cash flow
Reconciling your bank accounts Importing statements Recording miscellaneous transactions Credit card transactions Analysing your cash flowSales Creating a customer card Entering salesRecording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Creating customer credits Dealing with a supplier who is also a customer Accounting for bad debts Progress Billing
Entering sales Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals and headers in sales transactions
Recording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Creating customer credits Dealing with a supplier who is also a customer Accounting for bad debts Progress BillingPurchases Creating a supplier card Entering purchasesReceiving items without a supplier invoiceCreating supplier debits Adding finance charges paid to suppliers
Entering purchases Entering a purchase transaction Task 1: Enter information about the supplier Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding lines, subtotals and headers to purchases
Receiving items without a supplier invoice Setting up an accrual account for items received without a supplier invoice Recording items received without a supplier invoice
Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchase information Paying suppliers Creating supplier debits Adding finance charges paid to suppliersPaying your employees Payroll setup tasks Creating payroll categoriesTimesheets Processing your payrollProcessing termination paymentsReviewing payroll informationPreparing and filing payroll tax forms
Data that will print in this field Required/Optional (P14 field title) Creating payroll categories Wages Information window Entitlements Information window Deduction Information window Employer Expense Information window Editing payroll categories
Creating employee cards Entering employee payroll information Timesheets Processing your payroll Task 1: Select the pay period Task 2: Include employee timesheets Task 3: Select and edit employee pay Task 4: Record the employee paycheques Task 5: Process payments Task 6: Print payroll earnings Task 7: Print/email pay slips
Payroll liabilities Processing termination payments Task 1: Determine any outstanding entitlements Task 2: [Optional] Create payroll categories for termination payments Task 3: Process a paycheque for the final pay Task 4: Terminate the employee in the Card File Task 5: Print the employee’s P45
Reviewing payroll information Viewing pay history Viewing an employee’s entitlement balances Analysing payroll Reviewing payroll liabilities
Preparing and filing payroll tax formsBilling for time About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progress
Creating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progressStockCreating items Making stock adjustments Multiple stock locations Building items Count stock Reviewing your stock information Setting item prices Customising stockInternational transactions About the multiple-currency feature Setting up multiple currenciesTracking currency gains and losses Miscellaneous transactions
Setting up multiple currencies Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign appropriate currencies to foreign customers and suppliers
Exchange rates Tracking currency gains and losses Miscellaneous transactionsReporting VAT Setting up VAT codes VAT reportsEC sales EC purchases
VAT reports Accrual and cash reporting VAT Summary and VAT Summary – Cash reports VAT Detail, VAT Detail – Cash reports VAT Return and VAT Return – Cash reports
EC sales EC purchasesListsAdding a record Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining recordsTransactions Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactionsPublishing to iCal
Changing or deleting a transaction Reversing a transaction Recurring transactions Setting up recurring transactions Recording recurring transactions Responding to reminders for recurring transactions
Publishing to iCalReports Forms Finding forms Sending forms Customising formsAdding and editing elements
Sending forms Customising forms Task 1: Display the form Task 2: Set up form properties Task 3: Adding and editing elements Task 4: Preview the customised form Task 5: Save the customised form Task 6: Print the customised form Changing the default fonts on forms
Adding and editing elementsContact management Creating a card Keeping in touch with your contacts Grouping your contacts Synchronising cards with Mac Address Book cards Customising cards Reviewing your contact information
Keeping in touch with your contacts Grouping your contacts Synchronising cards with Mac Address Book cards Customising cards Reviewing your contact informationFinancial controlTracking financial information Tracking reimbursable expenses Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer Changing the status of a reimbursable expense
Budgets Auditing your records Reviewing financial informationEnd-of-period proceduresMonth-end procedures Task 1: Run the Company Data Auditor Task 2: Review reports Task 3: Send customer statements Task 4: Record depreciation Task 5: Lodge VAT returns Task 6: Pay PAYE and NIC that is due Task 7: Lock periods
Starting a new financial year Task 1: Complete month-end tasks Task 2: Perform a stocktake Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new financial year Task 7: Optimise and verify your company file
Starting a new payroll yearManaging user accounts and company files Managing user accounts Backing up and restoring company files Servicing your company fileTroubleshooting your company file
Servicing your company file Checking your company file for errors Optimising your company file Purging information that is no longer needed Troubleshooting file-locking problems
Troubleshooting your company fileImporting and exporting data Networking company files Preparing company files for multiple users Setting up the network hardware Setting up a company file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations
