Phoenix - User Help

If you haven’t already created an expense category to record the wages, now is the time to create it following the example below. If you have created a category with many sub categories for individual employees to handle your wages, you will need to restructure as this integration cannot import details for individual employees.  Phoenix Payroll maintains the records for as many employees as you would ever have, so there is no need to replicate that in your financial program.  Your categories will need to reflect the example below.

If you have set up liability accounts for PAYG withheld and/or Super Guarantee Levy, they should be linked to your sub-categories as shown below. The recording of liability accounts is optional. If no links are defined in Category Setup, the integration of transactions to the cashbook will proceed without them.

It is also possible to create just one Deductions sub-category and then map multiple Deduction Payroll Journal Accounts to the one Deductions Financial sub-category.

An alternative to the above would be to have more than one expense category with the sub categories appropriately grouped maybe as below.

Phoenix Payroll records and stores all information relating to individual employees. There is no need to record this in Phoenix. Individual sub-categories or sub-accounts for employees is no longer required. The integration will not allow entries to be allocated to individual employee sub-accounts and sub-categories.

If you have worked with wages categories before, it is our recommendation that you create this new category structure from here on in and leave your old structure as is so you can report on any past individual employee wages transactions.  This also applies to any liability accounts that have previously been used to track Tax Withheld and Super – we recommend creating new accounts when you commence using Phoenix payroll.  Once your categories (and liability accounts, if applicable) have been sorted, continue the following steps to integrate.

Note that the linking shown above is optional. Gross Wages and Tax Withheld will be imported if the category mapping below is setup. The linking is only required if you plan to maintain your employee liability accounts. If you are linking to the liability accounts, you must link to the account and sub-account. If you link to the account only, then the import will not be able to complete the link.

Note: Even though it is optional, the linking is the only way that Phoenix can import any information about the Super Guarantee Levy liability.

In this step we are telling Phoenix how to interpret your Payroll information into your Financials.

1.Click on the Payroll menu option and then select Configure for Import:

2.A new window will appear which lists the Payroll Journal accounts which need to be mapped to your Categories:

3.Simply click the pencil at the end of each line to select the appropriate Category/Sub-category combination in you Set of Books.

4.The first four fields are mandatory for the import to work successfully.  The Superannuation field is optional. Note: The sub-category for Employee Superannuation must be linked to a Liability Account. If you do not already have such setup then do not map this field.