How to export claims from Expense module to Payroll module for payroll processing?

1. Go to Expense-->Expense Payment-->Payment Processing

2. Search the claim records by selecting the appropriate Company, Claim From and Claim To date. 

3. Select the records to be sent to Payroll by ticking in the check box, next click on <Lock> to lock the records. 

Only transaction that is with Pay method <Payroll> will be able to sent for payroll processing.

4. Next, click on <Send to Payroll Processing>

5. In the next screen, <Employee Payroll Listing>, select Pay Group, check and confirm that the <Pay period> and <Pay run type> is pertaining to the claim records that are supposed to be posted. Once confirmed, click on <Search> to retrieve the records that are to be posted to Payroll variable data. 

If there are claims pertaining to other Pay Group, kindly repeat the same steps (step 5 and 6) and retrieve the records by selecting the appropriate Pay Group 

6. Select the records that are to be submitted by ticking the check box besides the records. Next, click on <Submit>

If there is no check box besides the record, it maybe due to the record does not has Pay element or the record has already been posted to Payroll

If the record is highlighted in red, it means this particular claim item has been posted before in the Variable data for the same Pay period. Go to Payroll --> Variable Data to verify before selecting it to process to prevent any duplicate claims been posted

7. To verify whether the record has been sent to Payroll for processing, you can go to Payroll-->Payrun-->Variable data, randomly select some of the employee and check that the Expense items are reflected in the list with the correct amount, pay element, pay period and pay run type. 

9. Once confirmed, proceed to run payroll as per normal. 

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