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How do I manage recurring employee pay run expense inclusions via payroll classic

Updated

Available for the following Payroll plan: Free Payroll, Core Payroll
Available for the following user access levels: Admin

The Pay Run Inclusions Expenses feature allows you to set up an automated pay run expense line. You can choose the category, the date the inclusion starts on, and the expense amount. You can also use this feature to edit any information entered previously and delete a record that is no longer required.

Interactive demo

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Getting started

Adding an expense
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs an expense created.
  4. Click the Pay Run Inclusions button.
  5. Click the Add button.
    Expense__UK__1.jpg
  6. Complete the following fields:
    • Expense category.
    • Location.
    • Tax code.
    • Amount (per Pay Run).
    • Notes.
    • When should this pay-run inclusion start:
      • Today.
      • On the following date.
    • When should this pay-run inclusion expire:
      • Never
      • On the following date.
      • After the following amount has been reached.
  7. Click the Save button.
    Expense__UK__2.jpg

Maintain

Editing an expense
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs an expense edited.
  4. Click the Pay Run Inclusions button.
  5. Click on the employee expense that needs editing.
    Expense__UK__3.jpg
  6. Make the required changes and click the Save button.
    Expense__UK__4.jpg
Deleting an expense
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs an expense deleted.
  4. Click the Pay Run Inclusions button.
  5. Click the Delete button.
    Expense__UK__5.jpg
  6. Click the OK button.
    Expense__UK__6.jpg

Explore related content

  • How do I  manage an employee's pay rates? This feature allows you to add an additional earnings line to an employee's payroll employee file and specify details such as the pay category, the earnings per run, and the super rate.
  • How do I setup my payroll Locations? This feature allows you to add a new location with the ability to specify its name, state, and general ledger code. The locations you add, and then assign to an employee, will enable you to report on the labour costs of each location.
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