From crew to payroll: team members, daily reports and payroll

1
Step 1: Add your crew
In the side menu, tap My Team and add each person just once. For payroll, what matters is Payment (Per Day, Monthly, By Task or Per Hour), the Rate currency and the Base Value.
- How to add a member to your team
- Day rate, hourly, monthly or by task: which to choose
2
Step 2: Use the project currency
Payroll doesn't convert currencies: anyone whose rate is in a different currency is left out of that project's total and pay slips, and a warning shows at the top of the payroll. Make sure the Rate currency matches the project's.
- Left out of payroll: rates in another currency
- Monthly staff on several projects: How to split a salary across projects
3
Step 3: Mark attendance in each report
Payroll is built from daily reports. In each report, under Project Team, tap the name of each person who worked: they're marked Full Day. Tap Full Day to switch to Half Day, or tap Absent for anyone who didn't show. For hourly workers, tap the hours to adjust them.
- A day with no report doesn't count as an absence.
- The crew can't be changed once the report is saved: How to record crew attendance
4
Step 4: Log advances
An advance paid during the period is an expense in the project's Financial area: tap New, choose Expense and, under Is it an advance? (Optional), pick the team member. Payroll adds up these advances for the period. Only the project owner can save entries in Financial.
- How to record an advance for a team member
5
Step 5: Open the period's payroll
In the project's Financial area, tap Payroll. The period runs from the 1st of the month to today; tap it to pick another. You'll see the Payroll Total and a card for each team member marked (present or absent) in that period's reports, plus monthly staff with a fixed share in this project.
- How to open payroll and pick the period
- Someone missing: Why a team member isn't on the payroll
6
Step 6: Check, deduct advances and add bonuses
Open each team member's card to see the calculation: days, hours or salary, and absences. Use Deduct Advances to take advances off the total and Add Bonus / Extra to add an amount with a reason.
- How payroll is calculated
- How to deduct advances and add bonuses
7
Step 7: Generate pay slips
On the bottom bar, tap Receipts (PDF Only), choose the print options and tap Confirm and Generate PDF. Only a bonus marked Log bonus as expense? becomes an expense, and only with Log expenses automatically? on; day rates and salaries aren't logged automatically.
- How to generate pay slips and log them as expenses
8
Step 8: Close out several projects at once
To close the period for several projects together, tap General Closing on the payroll screen, pick the period and the projects, and tap Generate Full Report. Each project is calculated in its own currency.
- How to run a general closing across projects