Approve, record payment, cancel

On the web

1. Click Approve & lock.

   

2. The dialog lists what Approving does three things: Locks the figures against further edits, Recovers any salary advances from these salaries, Makes payslips visible to your staff.

3. Click Approve & lock. The toast reads Pay run approved — staff can now see their payslips.

In the app

Open the run and tap the big button at the bottom, which names the Next step. The dialog explains what Approving does three things: and asks you to confirm.

On the web

Pay the salaries by bank transfer, UPI or cash as you normally do, then:

1. Click Record payment. The dialog Record salary payment notes it Confirms the salaries have gone out, and closes this period off for your records. Once recorded, the pay run can no longer be cancelled.
2. Enter the Payment date and a Payment reference such as the NEFT UTR.
3. Click Record payment. The status becomes Paid.

In the app

Tap Record payment, enter the Payment date and Payment reference, and tap Record payment.

On the web

Click Cancel pay run, give a Reason (required) and confirm. The toast reads Pay run cancelled — advance recoveries reversed. The period can be run again from scratch.

In the app

Tap Cancel pay run, give a Reason (required) and confirm.