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Accounting & Bookkeeping · How-to guide

Configure payroll and payslip mappings

Map supported payroll payslip components to wage, liability, tax and cash or payable accounts.

Audience: Finance administratorsFeature: Payroll mappingsModule v1.4.5
Feature pathAccounting → Settings → Mapping Setup → Payslips
Before you beginThis guide follows Accounting and Bookkeeping module version 1.4.5. The required access is Accounting Settings: Edit; Payroll module active. A related screen can remain hidden when an optional module is inactive, a source record is in an ineligible status, the selected account is inactive or the user is not an assigned approver.

What this feature does

Map supported payroll payslip components to wage, liability, tax and cash or payable accounts. It forms part of Britixo Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.

How the module flow works

The Accounting module conditionally exposes payslip transactions and listens to payslip status, delete and class hooks when Payroll is active.

The exact components available depend on the installed Payroll module. Accounting can only map data supplied by that module.

If the tab is absent, verify module activation and permissions rather than creating a manual workaround.

Step-by-step workflow

  1. Confirm the Payroll module is active and payslip structure is final.
  2. Open the Payslips mapping tab.
  3. Map earnings, employer costs, deductions and liabilities to approved accounts.
  4. Set the payment or clearing account.
  5. Save and enable automatic conversion only after testing.
  6. Move a controlled payslip through the relevant status.
  7. Compare the journal with the payroll totals.

Important fields and decisions

Gross pay expenseDebit account for payroll cost.
Employee or payroll payableLiability for amounts due.
Tax and deduction liabilitiesSeparate accounts for deductions where supported.
Payment accountBank or clearing account used when payroll is paid.
Automatic conversionControls conversion when payslip statuses change.

What happens after completion

After the action is saved, Britixo keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.

  • Open the saved record and confirm its final status.
  • Review the source reference and every debit and credit line where ledger data was created.
  • Use the relevant register, ageing, reconciliation or report to verify the wider effect.

Controls, checks and common mistakes

  • Protect employee-sensitive payroll data.
  • Do not combine all payroll liabilities without approval.
  • Test reversals or deletion behaviour.
  • Reconcile payroll clearing and bank accounts.
  • Use the least destructive correction available and record the reason for material changes.
  • Do not bypass a permission, approval or closed-period control by changing unrelated data.
Accounting and data safetyDeletion, reset, void, refund, mapping, journal and reconciliation actions can change financial history. Use approved access, retain supporting evidence and validate the result in the General Ledger or relevant control report.
Browse connected topics:invoicepaymentexpensebankingreconciliationcheckreporttaxpayrollapprovalclassmappingcredit notepurchase
Convert payslips to Accounting →Enable Accounting access and permissions →Create and manage accounting classes →Use General Ledger, Journal and Trial Balance reports →Accounting mapping setup overview →Configure sales invoice account mappings →