HR & payroll

In simple words

HR & payroll is part of Finance. Salary payouts posted automatically. This guide takes you through it in 7 short steps.

Where it fits in your work — Reconcile & report. Match bank and cash, then read profit & loss, balance sheet, cash flow and tax reports.

Before you start

• You need to be signed in to your company's workspace. Finance appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• HR & payroll belongs to Connected panels in Finance. Salary payouts posted automatically.

Step by step

1. 1

   Step 1

   Open Finance

   Sign in and open the Finance panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “HR & Payroll & Employee Finance”

   In the left menu of Finance, open the page called “HR & Payroll & Employee Finance” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • All
   • Salary
   • Reimbursements
   • Advances
4. 4

   Step 4

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

5. 5

   Step 5

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Channel
6. 6

   Step 6

   Read the list

   Each row shows:

   • Txn / Ref
   • Employee
   • Source
   • Amount
   • Channel
   • Status
   • UTR / Paid On
   • Action
7. 7

   Step 7

   Done

   Salary payouts posted automatically.

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• The tabs (All, Salary, Reimbursements, Advances) show different views of the same data — switching tabs never changes anything.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Finance → Open “HR & Payroll & Employee Finance” → Choose a view → Find what you need → Narrow the list → Read the list → Done

What it connects to

• CRM & Sales

  Won clients become customers you can invoice.

• Projects

  Milestones raise invoices; project costs feed profitability.

• HR & Payroll

  Payroll runs and salary payments arrive from HR.

• Procurement & Assets

  Matched vendor invoices become payables.

• Training

  Student fees and receipts.

What you will see on this screen

These are the parts of the HR & Payroll & Employee Finance screen, exactly as they appear in the product.

Why use Finance

Finance replaces accounting & invoicing software, on the same login and the same data.

• Books that close faster, from live transactions
• Customers pay online straight from the invoice
• Salary, vendor and project money posts itself — no re-entry
• Reports your accountant can use as they are

Who uses Finance

• Finance managers

  Approve payouts, watch cash flow and close periods.

• Accountants

  Post, reconcile and report from the ledger.

• Collections & receivables

  Send invoices and payment links and chase what is overdue.

• Auditors

  Read-only access to reports and the audit trail.

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