Forum Discussion

Vicki2's avatar
2 years ago

Adding a note field to payslips

Hi. I added some notes in the 'Leave Tracking Information' window of an annual leave entry when processing our last payroll, however it didn't print on the payslip. Does anyone know how to add the notes to the payslip?

  • Hi Vicki2 

     

    The Memo field on the Process Payroll window is used as the notes field for the pay slip. 

    It should be noted that setting the memo as that message means that message will be displayed throughout the program in reference to that transaction i.e. instead of "PayCheque" it will show as "Happy Birthday" for that transaction in the Bank Register/Reconcile Accounts...

    • Vicki2's avatar
      Vicki2

      Thanks for that info Steven. Would you know of a way to type in a note on a payslip before it is emailed out to the employee? 

      • Steven_M's avatar
        Steven_M
        Former Staff

        Hi Vicki2 

         

        If you would like the note on the payslip you would use the above process and include that in the memo field in the Process Payroll window, which, in turn, would add that message to the payslip.

         

        If you are referring to the actual email message that accompanies the payslip you want to use add that message when in the Print/Email Pay Slips window. Note: Adding that message to the message field would only showcase that message to the first listed email. If you are needing to send that one-off message on all email messages that you are sending, you to want to send those emails individually updating the message as you go.