To view and record payments to your pension provider Ensure that you've completed all processing within the pay reference period first. - Select Pensions from the menu bar.
- Next to your pension plan, select Review contributions & record payments.
- Choose the Pension Reference Period you want to record your payment for.
- Select View detailed contributions to see a breakdown of pension deductions.
- If required, amend the amount to pay. Next, enter your payment date and a reference or cheque number.
- Select Record Payment.
If you also subscribe to Accounting The Record Payment process posts the payment to Accounts. This reduces your company bank account and pension liability. Read our article Integrate Payroll with Accounting. To view the year to date pension contributions Once you've completed a pay run with a pension, you can view the pension contributions to date. This report shows pension contribution year to date values. The values are up to and including the current pay run. - Select Pensions from the menu bar.
- Under Reports select View pension contributions to date.
- To download the report, select Download Report.
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