Now that you’ve completed your first pay process, SmoothPay will have produced some outputs automatically.
Different output types are stored in different places depending on what they are for:
Print screen stores automatically generated report outputs from the pay process
Files screen stores externally used files such as your bank file
Reports screen can be used later if you need to reproduce payslips or send them again
Print screen
After a completed pay process, SmoothPay generates reports automatically, these are found in the Print screen.
To get there, click the Print button on the navigation bar
The standard reports are:
Payroll posting summary - used in conjunction with the "payroll summary and authorisation" produced as part of the payrun; if they do not match, something has been changed since last running the audit reports, which could have been done in error
Direct credit schedule - used in conjunction with the bank file to tell you the totals of what is in the bank file, they should match, if they do not match it is likely either the wrong bank file or the wrong direct credit schedule
other jurisdiction-specific outputs in some countries - refer to your country specific guide
These reports can be viewed internally within SmoothPay, or produced as a PDF:
Viewing the report in SmoothPay
In the data column, select the report you want to open.
Click View button.
Review the report in the internal PDF viewer.
Download the report as a PDF
In the data column, select the report you want to download.
Click Print PDF button.
Open the downloaded PDF from your web browser downloads.
Retrieving your bank file from the Files screen
If banking has been set up for your payroll, SmoothPay will produce a bank file when you complete the pay process.
The Files screen is where you retrieve that file, click the Files button on the navigation bar.
To download the bank file:
In the data column, locate the bank file produced for the completed pay process.
Select the bank file.
Click the Download button
You would then:
Upload the bank file into your online banking portal
Compare the results with your Direct credit schedule report
Re-sending payslips after the pay process
If you did not produce payslips during the pay process, you can do this later from the Reports screen.
To produce payslips after a completed pay process:
Go to the Reports screen
Select the Pays category.
Either select Resend payslips, or Reprint payslips
Click Run report
This will then open a list of completed pay periods, select the period that you want to produce payslips for and click OK.
If you chose to Reprint payslips, the payslips will automatically be downloaded as a PDF in your web browser
Whereas, if you chose to Resend payslips, a confirmation box will appear telling you how many payslips were sent.
Superannuation and tax outputs
Some jurisdictions provide additional outputs after the pay process that must be used to fulfil obligations with your local authority. Not all jurisdictions have this requirement.
These will be found in the Superannuation or Tax categories in the Reports screen.
Please consult your country specific guide for more information on this subject, if you require guidance.
