Once you've finalised the payroll, you need to process period-end to close the period and update year-to-date values.
📌Note: We recommend that in-period reports be produced before proceeding, such as the detailed pay run summary.
Click Process Pay, then click Process Period Pay.
If the Employee Pay Warning appears, make the necessary corrections, or click Ignore and Proceed.
Check the totals and ensure the correct number of employees are being paid.
Click Reports, select the checkbox of required reports, then click Download.
Review the reports to ensure they match the totals expected.
Click Generate PDF, and then click Generate BACS.
Check that they match the totals expected.
Click Submit to HMRC, then click Email All.
All buttons will now be green.
🤓Tip: As long as there are no changes made to the payroll, the buttons will remain green. Meaning you can leave this screen and come back to it at a later date.
Click Period End, confirm you are closing the correct period.
Click Run Period End.