This feature set is intended for the Company Admin to reference, reconcile and check the status of donations in payroll.
There are a range of filter and search options available. You can use the “Save Filter” option to save searches that your company uses regularly (e.g. searches for certain employee types, or donations for a specific charity). You can also export your search results.
...
| Note |
|---|
Just a reminder if you are about to process a pay run and are exporting data from this section. Please make sure you check Donations for processing section does not have any records that are relevant to your current pay run. If so, you will not see them here and will be extracting data that is incomplete. You must remember to merge the relevant data across to All Donations first. |
...
As indicated by its name, this section is intended to provide you with a complete view of All Donations.
...
All Donations has been arranged into 3 separate tabs.
Click each tab to review the data records in Pending, Paid or All.
...
Pending donations have not yet been paid by payroll and are pending payment in the next payroll cycle (these donations will show a “Pay now” button), or are pending one of the following actions:
...
.
Paid donations are donations that have been
...
paid by
...
The “Pay now” button allows you to manually trigger a payment outside of your scheduled payroll cycle (e.g. you may want to process donations to a particular charity campaign immediately, rather than waiting for the next payroll cycle). Once you have actioned “Pay now”, these donations will appear in the “Paid” list.
Paid Donations
Paid Donations are donations that have been paid by payroll.
All Donations
Show both pending and paid donations. payroll.
All donations how both pending and paid donations.
...
| Info |
|---|
You can also use this page to help you review and prepare to extract data for your payroll system. Use the range of filters and search options available to help you further refine your data, for more filter options, click More Filters. Additionally we have provided you with a Save Filter button to make it easier for you to extract data in future pay runs. Export button allows you to download the information you see on the screen to then bulk upload into your payroll system if required. |
Here is a short sample of what you will see in the All tab. We recommend you use the Pending tab to export for upcoming pay runs in your company.
...
After you have updated your own payroll system and you have successfully completed or updated the pay run.