Matching partial payments to one payrun
Hi, We have made 2 part payments to an employee for one payrun. We don't use electronic payments as we manually pay direct from our bank account. I have tried to categorise payment by matching t...
Forum Discussion
Hi KarenB25,
Yes, you can use the Add adjustment feature to manually match those payments to the payroll transaction, especially for tiny amounts. Matching multiple payments into one payroll entry can be a headache to deal with, to be honest. We usually suggest creating a journal entry or reversing and reprocessing the payroll, so your bank feeds line up with the payroll transaction, but that can feel a bit heavy. To help you match bank feeds, I've pulled up a few forum threads where folks shared workarounds that worked for them:
- How do partial pay EFT payments get matched to a single pay run
- Matching multiple payroll payments to one pay run
- How do I allocate two bank payments to one payroll entry
Cheers,
Princess
Having an issue with the adjustments section as well. I was able to allocate the difference between the payments made to a separate account using the adjustments section but now get an error when using this feature with the following error "Something went wrong. Please try again or refresh the browser. Please try again. If the error persists, get in touch with us. Request ID: 5f4e93d5-ecb5-4379-8d16-17979f84d705."
Will go with the journal entry option as you have provided in the workarounds, but hoping this can be fixed for future transactions.
Hi Princess,
The adjustment feature is definitely not working for me anymore. I’ve tried clearing the cache but still no success.
The owner really doesn’t want to do 2 patrons so I feel the inability to use adjustments anymore is quite disappointing.
Regards,
Karen
Hey KarenB25,
Adjustments stopping on your side after the usual browser clean up is not ideal, and the owner doesn’t want to run two patrons so doubling up isn’t really an option. Best move is to reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account. This way, they can check why Add adjustment isn't working.
Cheers,
Doreen
