The employer can create an opening balance. Opening balance is a way of keeping previous payment record in software before creating employment on resourceinn.
To know more about how to create an opening balance. Follow the following steps.
- In the navbar click the payroll tab.
- The above step will open new tabs in the dropdown. Click the opening balance tab.
- The above step will open the opening balance index page.
- Click create button to create an opening balance.
- The above step will take us to a popup to create an opening balance.
- A select employee from the drop-down for which you want to create an opening balance.
- Click the month for which you want to keep a record.
- Select pay item from the dropdown.
- Enter the amount which you paid for this month.
- Click the save button to create an opening balance.
- The opening balance will be created and look like.
- Click adjust button to adjust the opening balance.
- Click on adjust button will open a popup to add more payments of the same month or different months.
- Click on adjust button will open a popup.
- The employee will be already selected for which you want to adjust the opening balance.
- Click the month for which you want to keep a record. An employer can select the same month.
- Select pay item from the dropdown. The employer can select the same pay item.
- Enter the amount which you paid against the selected month and pay item.
- Click the save button to adjust the opening balance.
- Click the View button to view the opening balance.
- Click on the View button will open a popup to view the opening balance.
- Click the Cancel button to close the popup.
- Popup will contain employee information and pay items.
- Click pay item to view month and amount details.