How to add a transaction to a single employee ?

Most of the time payrolls are processed in lots, but in some cases the payroll manager must pay a bonus to an employee or reimburse the employee’s expenses.

To add a transaction to an employee, proceed as follows:

• Access the ACCEO Transphere homepage.



• Click Payroll and select Employees.



• In the Employees page, click the appropriate employee to open their file.



• Click the Add transaction button.



Note: The fields preceded by a blue dot are mandatory.

• Enter the Amount of the transaction.
• The Bank account is displayed. If the employee has more than one bank account, click the arrow to select the appropriate account, if required.
• Enter the transaction payment date. Note: Allow for 48 hours between the submission date and the expected payment date.
• In the Reference number field, enter a short description of the transaction (e.g. bonus, expense account, etc.) so that it is easy to differentiate among the other transactions.
• Click Add. A message indicates that the transaction was added successfully.
• In the employee file, the transaction is displayed in the Upcoming transactions section.



• Its status indicates Waiting to be submitted. Transactions are submitted from the Payroll lots page (see Submit a payroll lot).