Entering payroll information manually

User wants to know if and how to enter payroll data manually into BQE CORE. Also, user wants to see that information on the Profit & Loss report by project.

The only way to populate payroll expenses in the P&L report manually is by using the Checks feature to cut the payroll checks manually for your employees and then run the P&L report. To do that: 

  1. Create an activity or expense item for each payroll item you have. Make sure to assign the appropriate payroll Expense Account to it.
  2. Using the side menu go to Accounting > Checks and click on the quick add ‘+’ icon on the menu.
  3. This will take you to the Add Check screen. Use the drop-downs to select the correct Bank Account and Payee. If you need to update the check date and address, you can do so.
  4. Now on the Items tab, use the drop-downs to select your Project and Item created earlier for this purpose.
  5. Enter a Quantity and Rate for the item. If needed, select another Expense Account from the drop-down.
  6. Click Done to save the entry. 
  7. Repeat the steps 4 through 6 as many times as needed for your payroll items. When you have finished, click either Save & Add New or just Save to record the check.
  8. Next run the Profit & Loss by Project report from the Reports screen to see these expense account transactions.