This applies to accounts payable as well as wages. All banks will never allow us to include negative payments in their upload files, so negative payments will never be visible on our payments screens unless of course there are other normal positive payments to be made to the same supplier/worker….

If you have an invoice that you wish to pay some now and some later then these are the steps you will need to take. After you have created the invoice whether by Enter the invoice or Enter Invoice from In-Tray, you need to post the invoice and then go into Accounts Payable>Electronic Transfer Instructions…

TXT is just a tab delimited format, so Excel can easily import them, you just need to go through a small Excel wizard. Open Excel, then choose ‘File’ – ‘Open’ and locate your file. Please note you may need to change the Type to be ‘All Files (*.*) before you…

There may be occasions where we will need to remote control your computer to provide support.  To allow us to do this we use Teamviewer, the following are instructions on how to do this From your favourite internet browser surf to  https://get.teamviewer.com/moneypenny.  The download of the program should start automatically…

There may be occasions where we will need to remote control your computer to provide support.  To allow us to do this we use Teamviewer, the following are instructions on how to do this From your favourite internet browser surf to https://www.teamviewer.com/en/ .  The download of the program should start automatically. 2….

You are able to email payslips or payment summaries directly from Moneypenny. The following steps need to be completed first though to enable them to be sent. 1. Adobe Reader MUST be installed on the machine for this to function. If you do not already have Adobe Reader on your computer…

There are different ways of dealing with this, but perhaps the best way is to create a new bank account say on account 86510 (should it be free) for the credit card and pay the invoices from there. When you later reconcile and pay this credit card from your production account, you will…

If you received errors from your upload of the TFN Declaration Export then these errors are using due to data entry.  The following are some of the errors that you could receive and what they mean.  What you need to do is use the error report to locate the name…

This can happen on a project say using accounts, locations and sets, where the EFC at the location and account level is showing twice the EFC than the addition of the EFCs at the sets level would suggest as shown below.   This can easily be created when you start…

Depending on your projects requirements, you could have been setup to use Sets or Sub Accounts or of course neither on your project. If you are setup to use ‘Sets’ under the ‘Setup’ menu you will see ‘Sets’ to add or edit your sets, but if you have been configured…