I started payroll mid-year. Where do I record pay history details?

If you start payroll at any point after July 1, you need to enter each employee’s pay history. (This process isn’t included in the Easy Setup Interview — instead you record pay history details once the interview is complete.) For example, if you start payroll on September 1, then you need to enter pay history information for each employee for July and August. Remember: always enter pay transactions from the first day of a month; never start entering pays mid-month.

To record pay histories, follow these steps:

1. Go to your Cards List and, starting with the first employee in your list, click Edit followed by the Payroll Details tab on the employee’s card.
2. From the payroll categories listed down the left-hand side, click Pay History. 
3. Select July from the Show Pay History for drop-down box and enter the employee’s pay history details for this month in the Activity column. Repeat this process month by month until you reach the current month.
4. Continue this process until you’ve recorded pay history totals for each employee.
5. Go to the Payroll tab in your Reports menu and print an Employees Register Summary report. Double-check the totals against the records to which you referred when entering the pay history details.

One more thing: regardless of whether you start recording payroll transactions at the beginning of the year or mid-year, don’t forget to record the amount of holiday and sick leave carried forward for all employees.

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