Tag payroll transactions (PAS)

Tagging payroll transactions in PAS is permission based

To tag payroll transactions, your account must have one of the following roles enabled:

• Role: Company Admin, Accountant

• Custom role with: Accounting & Cost Tracking / Payroll invoices - Full access, Create and manage

Overview

Your payroll tag options are based on how you’ve configured your Payroll transactions settings.

How to tag payroll transactions

To tag payroll transactions:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select the project that you want to tag payroll transactions for

3. In the left-side navigation ACCOUNTING menu, click Payroll invoices

4. Click the three dots next to the Trans. # that you want to tag and click Edit

5. In each line, you can click on the cells in the tag columns to select or update the tag

• A worker’s labor will automatically code to the account selected on the individual timecard

• A worker's fringes will automatically code to the 99 account for the labor account selected

How this works with split account coding

When a timecard shift uses split account coding:

• The labor amount from that shift is allocated across the selected account codes according to the split

• The labor may therefore appear under multiple codes instead of one code for the full shift