If you would like to export a file based journal, you can do so by following these steps:
- From the "Payroll Settings" tab on your payroll dashboard, select "Journals"
- Select "File Export" and then click "Enable"
- You can now setup your chart of accounts by clicking on the "Chart of accounts" menu
- To create new accounts, click on the "Manage Accounts" button and enter the accounts you require by providing the following fields:
- Account Code
- Account Name
- Account Type
- Once you have entered your accounts, click "Back to Chart of Accounts" and you will now be able to map the accounts you added in step 4 to the various transaction types
- Once you have mapped the transaction types, you can then open any finalised pay run and click the "Download Journal" button
- The journal will be downloaded in CSV format which can then be imported into your accounting system
If you have any questions or feedback please let us know via support@yourpayroll.com