Payroll Payslips

[mohie]

Proposal: Enhancing Payroll Payslips with Line Item Details and Reports

To the Manager Development Team,

I would like to propose an enhancement to the Payroll Payslips feature to make it more flexible and efficient for financial reporting. Currently, payroll payslips are recorded as a single account total in financial reports, limiting the ability to analyze specific components like basic salaries, bonuses, deductions, or allowances. This restriction makes detailed expense tracking challenging.

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Current Issues:

1. Payroll payslips are logged as a total account in financial reports, which makes it difficult to:

• Track the total bonuses paid.
• Analyze tax or insurance deductions.
• Get detailed reports of basic salary costs versus additional items.

2. Creating detailed reports requires manually allocating separate accounts for each component or resorting to external tools like exporting data to Excel.

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Proposed Solution:

1. Recording Payroll Payslips as Line Items:

• Each item within a payslip (e.g., basic salary, bonus, allowances) should be recorded as a separate line item in reports.
• This allows for the creation of detailed reports without the need to assign multiple accounts manually.

2. Introducing a “Detailed Payroll Report” Option:

• A new report that displays totals for salaries, bonuses, deductions, and allowances for all employees over a specific period.
• Support for filters (e.g., by account, employee, or date) and sorting for easier analysis.

3. Greater Flexibility with Custom Fields in Reports:

• Allow users to leverage custom fields in payroll for easier visualization and analysis of data in reports.

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Benefits of This Update:

• Improved transparency and financial analysis for companies.
• Save time and effort in preparing detailed reports manually.
• Make Manager more competitive and versatile for HR and accounting professionals.

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I appreciate the development team’s continuous efforts and hope this proposal will be considered for future updates to the software.

[Joe91]

Payslip deduction items can be pisted to whatever expense account you want

You can easily post basic salary to one account, bonus payments to another, etc

[Ealfardan]

Although I don’t necessarily agree with part of the OP’s problem or with some of the proposed solutions, I do agree that Payslips, namely Payslip lines are the ugly duckling when it comes to transaction lines in that:

1. The don’t have a Payslip – Lines screen for detailed view and Advanced queries
2. You don’t have the same level of detail for each type of line i.e. Qty and Custom Fields
3. Payslip reports are lacking the ability to drill down.

That said, @Joe91 just described the solution to this part of your problem:

@mohie

Currently, payroll payslips are recorded as a single account total in financial reports

[eko]

@mohie it is very probable that you used AI to generate this text, See also AI detector screenshot further below. There is in essence nothing wrong with that but it would warrant better checking before posting. The problem with AI is that it often is very generic and may not at all reflect what is truly going on. I would advise to first try to properly setup Payroll and Payslip items as you would have discovered as pointed out by @Joe91 that Manager is allowing posting to several different expense accounts so your starting assumption (could be by AI as those details often are wrong) that:

@mohie

Currently, payroll payslips are recorded as a single account total

is incorrect as also noted by @Ealfardan

So please be careful just copying and pasting prose from AI before checking it.

[Sweey]

The entry process is supposed to be dedicated to a line for each employee to enable recording monthly or weekly salaries in a more organized and controlled manner. This will not conflict with those who want to enter the salary of each employee separately. There will be freedom in using the entry. All employees can be used in one entry process or an entry can be allocated to each employee separately.

[Sweey]

I also wish to add another matter
In the current situation, a deduction is added for each employee, but this allows the creation of an expense and its reduction from the employee as if the company bears these expenses, and this is correct for some operations, but there are other operations that must be reduced from the employee’s salary to be borne as a liabilities to a third party, such as some types of taxes and insurance
This means the necessity of creating another payslip item of deduction in which the liability account is chosen, not the expense

[shahabb]

@Sweey

The entry process is supposed to be dedicated to a line for each employee to enable recording monthly or weekly salaries in a more organized and controlled manner.

You can try Batch create using spreadsheet.

@Sweey

its reduction from the employee as if the company bears these expenses,

I think you got it wrong. Deduction item reduces Net pay. So the company doesnt bear any expense. Its the Employee who bears it.

@Sweey

This means the necessity of creating another payslip item of deduction in which the liability account is chosen, not the expense

You can already do it. Go to Settings>Payslip Items>Deduction Items. On account you can select a liability account if u want.

[eko]

@Sweey

In the current situation, a deduction is added for each employee, but this allows the creation of an expense and its reduction from the employee as if the company bears these expenses, and this is correct for some operations, but there are other operations that must be reduced from the employee’s salary to be borne as a liabilities to a third party, such as some types of taxes and insurance

This statement is not correct. Please see https://www2.manager.io/guides/9667 you will need to setup Payroll accounts and these can be Expense, Asset or Liability.

[Sweey]

ok I understand,
but I can use a normal account but not an account under control account.

[eko]

Yes you can create Balance Sheet and P&L accounts and assign these to payslip items. You can also assign Balance Sheet Control Accounts to Employees for easier recognition of different types see https://www2.manager.io/guides/9751

[Sweey]

I understand, thank you.

[eko]

Please note that many of us do not use Manager Payroll at all, especially when lots of employees or complicated tax systems and use more situation specific Payroll applications only using summary data in Manager.

[Sweey]

ok

[eko]

See an old topic regarding using payroll processor in ideas:

Automating calculations in Payslips

Don’t forget there is always the possibility of using an outside payroll processor, so once every payroll cycle you enter only the summary of the payroll. Manager’s payroll-related features are fairly simple. Many users find outside payroll specialists more convenient. You let the specialist keep up with constantly changing laws, file your payroll-related taxes for you, etc. You use Manager for the rest of your transactions.