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Payroll

Import payroll from published rota payable totals (by employee, site, or rota). Hours and amounts come from On time / Late shifts already calculated on the rota — payroll does not recalculate rates. Use Edit on any record to correct hours, rate, allowances, or bank/cash split.

Invoices

Generate client invoices from published rota shift hours for a billing period (by client or site). Filter by customer, status, and date; open an invoice to view, edit, duplicate, record payment, export PDF, or delete. Company logo and bank details from Company settings appear on invoices.

Payments

Record and track client payments received against invoices. Once a payment is recorded, download or email the client a receipt from Invoices or Transactions. The Actions column on Invoices always offers the next step: Send for a draft, Record payment once sent, Send reminder when overdue, and View with Send receipt when paid.

Expenses and allowances

• Expenses — log business expenses and VAT for reporting. A paid expense with a vendor can have a remittance advice downloaded or emailed to that vendor. Each vendor on the Vendors page links to their payments.
• Allowances — configure rates and allowance amounts; mark which feed into payroll.