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Create and manage recurring payroll
Create and manage recurring payroll

Automate the registration of your employees' payroll.

Camilla avatar
Written by Camilla
Updated over a year ago

of all:

  1. Go to Expenses > Payroll

  2. Select the tab Recurring Payrolls

If you need to create payslips periodically , you can automate the process using recurring payslips: ready-made templates or drafts to become payslips to be posted according to a scheduled frequency .

Create a recurring payroll

Click the blue + button or press the N key to register a new recurring payroll.

In addition to following the steps explained here , you will have to:

  1. In Start date , indicate when the payroll will be issued for the first time

  2. Determine the Interval of issuance time, that is, the frequency with which the payroll will be issued ( Daily, Weekly, Fortnightly, Monthly, Bimonthly , Quarterly, Semiannual, Annual )

  3. Set when the payroll will end on End date

Manage recurring payroll

To edit or delete your recurring payroll, in addition to consulting its history and creation schedule , simply :

  1. Select the name of the employee from the listing

  2. In the sidebar that opens, check history and calendar

  3. Opens the three-dot (⋮) menu to edit details or delete payroll

Convert payroll to recurring

  1. Select the name of the employee from the listing

  2. In the sidebar that opens, select the payslip in pending status that you want to convert

  3. Press the Convert button

  4. Check that the data is correct and click Create

If you want to stop the conversion, select the payroll from the same bar and click Cancel this recurring.

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