Cloud Payroll - User Guide for Payroll Posting to Cloud Accounting

From AutoCount Resource Center

Question : How to do Cloud Accounting Integration?

Answer :

Cloud Payroll is available to post the journal to Auto Count Cloud Accounting.
Below is the integration screen in Cloud Payroll.

In here, we are prepared two parts of the user guide for your reference.

Part (A): Posting setting – you will need to map the payroll items with the accounting code. Part (B): Monthly payroll posting – you will need to post the journal once the monthly payroll is completed.

NOTE: The system will be posted all the payroll info to Cloud Accounting. There is no branch / department / employee group / project grouping available.

Part (A): Posting Setting

1) Please click on the gear icon in the top-right of Cloud Accounting as below.

Below is the posting setting screen.

2) Please click on ‘Find Your Key ID & API Key. Click Here’.

The system will open a new tab in browser & redirect you to the below Cloud Accounting screen.

3) Please click on ‘Create API Key’ button.

You will be seeing the below info; it is automatically generated by the system.

NOTE: All Cloud Accounting Plans are available for posting feature

4) Please back to Cloud Payroll – integration’s posting setting screen, copy step 3 – Key ID & API Key info to the below column.

5) Please click on ‘Validate’ button.

The system will pop-out the ‘Key validated successfully!’ message.

You will be seeing the company name & registration number display in below.

NOTE:Company name & company registration number is referred to Cloud Accounting info.

6) Please design the journal description in below.
If you would like to include the year & month info, please refer to the Notes info.

7) Would you like to merge the same rows? System default to tick ‘Merge Rows’.

What are merge rows? For example: There are 3 rows for the same payroll items. If you tick ‘Merge Rows’, it will be grouping into 1 row. If you untick ‘Merge Rows’, it will be remained to show in 3 rows.

8) Please fill in each payroll item’s – payroll account no.
You are allowed to amend the posting description if needed.

NOTE:Payroll Account No listing is from Cloud Accounting – Chart of Account.

Each column will prepare different drop-down list for your selection.
For example, if payroll item is Basic Salary, you will be only allowed to select the payroll account no starting from “5”,”6”,”9” from the drop-down list.

If you ticked ‘Merge Rows’ in step 7, please expand the allowance – setup the payroll account no for the allowance details.

9) Once you completed for the above steps, please click on the ‘save’ button.

Part (B): Monthly Payroll Posting

To proceed the monthly payroll posting, kindly go to ‘Integration’ > click ‘Cloud Accounting’.

Below is the posting journal entry screen.

NOTE:Committed payroll will be able to proceed the payroll posting only.

1) Please click on ‘Add New’ button.

You will be seeing the below info. The system will list out each month committed payroll type for your posting.

NOTE: Posted successfully journal will not appearing in below screen anymore.

2) Please click on ‘Inquiry’ button.

You will be seeing below info display in screen.

3) Please click on ‘Post Journal’ button if you would like to proceed it.

4) Please click on ‘Yes’ button to confirm the process.

5) Once the payroll posting is completed, the system will pop-out the ‘Payroll posted and saved successfully!’ message with a new record as below.

NOTE: If you delete the payroll posting record in below, the Cloud Accounting journal info will be removed accordingly.

If you delete the journal in Cloud Accounting, below info will not deleted in Cloud Payroll.

6) You may go to Cloud Accounting > Journal Entry to check the result.

If you delete the journal in Cloud Accounting, below info will not deleted in Cloud Payroll.

By : Winnie 221201, Azirah 221207

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AutoCount Accounting 2.0 & 2.1

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