Payment to employee

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

All bank transactions uploaded to Yuki end up in the 'Bank transactions to be processed' workflow. There can be three situations for the processing of bank transactions

• IDR has recognised the bank transaction and suggests a match with a payment
• IDR has recognised the bank transaction but cannot suggests a direct match with a payment
• IDR did not recognise the bank transaction, so the transaction must be processed manually.

This article describes the third situation.

Any company that employs staff will have to pay wages. The Payment to employee  action is used to post the payment directly from the bank transaction to ledger account '20000 CA employees. 

Only a user with the 'Back office' role in a domain can process bank transactions in the 'Bank transactions to be processed' workflow.

To start processing bank transactions, open the domain. The Back office workflow screen always opens by default. In this screen, click on the Bank tile to open the Bank transactions to be processed workflow.

In the now-opened screen, click on the > in front of a bank transaction line. The following screen may appear:

Now click on the Actions button and then click on Payment to employee. You will see the following input screen::

Now click on Search behind the Employee field. Now select the right employee. Click on the Save button. You now see the following screen:

No March 2017 pay slip has yet been processed for this employee. Therefore, click on the Completed button which will show the next transaction in the workflow.