![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-01-1024x576.jpg\")
<\/p>\n
- \n
- Name:<\/strong>\u00a0Field to write name of account template. (For example; Salary Accounts)<\/li>\n
- Filter Type:<\/strong>\u00a0Select All option.<\/li>\n
- Rules:<\/strong>\u00a0Select Default option.<\/li>\n<\/ul>\n
After completing necessary fields, click on Save<\/strong> button.<\/p>\n
2- Adding Staff Account Type<\/h2>\n
\nGo to\u00a0Manage > Accounts > Account Types<\/strong>\u00a0from here click on\u00a0Add Account Type<\/strong>\u00a0link.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-02-1-1024x576.jpg\")
<\/p>\n- \n
- \nName:<\/strong> Field to write name of account template. (For example; Staff Accounts)<\/div>\n<\/li>\n
- \n
Filter Type:<\/strong>\u00a0Select one of the options according to your need.<\/div>\n<\/li>\n- \n
Rules:<\/strong>\u00a0Select Default option.<\/div>\n<\/li>\n<\/ul>\n\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n<\/div>\n
3- Sub Accounts of Salary Account Type<\/h2>\n
\nGo to Manage > Accounts > Accounts<\/strong> from here click on Add Account<\/strong> link.<\/p>\n<\/div>\n
3-1- Adding Salaries to Be Paid Account<\/h3>\n
\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-02-1024x576.jpg\")
<\/p>\n\n- \n
- \nAccount Name:<\/strong>\u00a0Field to write the name of account. (For example; Salaries to Be Paid)<\/div>\n<\/li>\n
- \n
Account Template:<\/strong>\u00a0Select Salary Accounts template.<\/div>\n<\/li>\n<\/ul>\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n<\/div>\n
3-2- Adding Paid Salaries Account<\/h3>\n
\nGo to Manage > Accounts > Accounts<\/strong> from here click on Add Account<\/strong> link.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-03-1024x576.jpg\")
<\/p>\n- \n
- Account Name: <\/strong>Field to write the name of account. (for example; Paid Salaries)<\/li>\n
- Account Template:<\/strong>\u00a0Select Salary Account template.<\/li>\n<\/ul>\n
After completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n<\/div>\n<\/div>\n
3-3- Adding Account for Staff<\/h3>\n
\nIt is necessary to create an account for each staff to track their accounts separately.\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0 \u00a0Go to\u00a0Manage > Accounts > Accounts<\/strong>\u00a0from here click on\u00a0Add Account<\/strong>\u00a0link.<\/p>\n<\/div>\n
\n\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-04-1024x576.jpg\")
<\/p>\n- \n
- \nAccount Name: <\/strong>Field to write name\/surname and role of the staff.<\/div>\n<\/li>\n
- \n
Account Template:<\/strong>\u00a0Select Staff Accounts template.<\/div>\n<\/li>\n<\/ul>\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button. Repeat the same process for all staffs.<\/p>\n
Once you finished with all the process, accounts screen will be like in the image below.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-05-1024x576.jpg\")
<\/p>\n<\/div>\nNote: Don’t delete the account of resigned staffs. You might need a report from the past about staff payments. This is why you shouldn’t delete any of the created accounts.<\/p><\/blockquote>\n
4- Adding Account Transactions<\/h2>\n
4-1- Adding Staff Salary Progress Account Transaction<\/span><\/strong><\/p>\n
Go to Manage > Accounts > Transaction Types<\/strong> from here click on Add Account Transaction Type<\/strong> link.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/04\/aaaaaa-1024x576.jpg\")
<\/p>\n- \n
- \nAccount Transaction Type Name: <\/strong>Field to write name of account transaction type. (For example; Staff Salary Progress Transaction)<\/div>\n<\/li>\n
- \n
Source Account (Debit): <\/strong>Select Salary Accounts template.<\/div>\n<\/li>\n- \n
Target Account Type (Credit):<\/strong>\u00a0Select Staff Accounts template.<\/div>\n<\/li>\n- \n
Default Source Account:\u00a0<\/strong>Select Salaries to Be Paid template.<\/div>\n<\/li>\n<\/ul>\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n
4-2- Adding Staff Salary Account Transaction<\/h3>\n
\n\u00a0Go to Manage > Accounts > Transaction Types<\/strong> from here click on Add Account Transaction Type<\/strong> link.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/04\/bbbbb-1024x576.jpg\")
<\/p>\n- \n
- \nAccount Transaction Type Name: <\/strong>Field to write name of account transaction type. (For example; Staff Salary Transaction)<\/div>\n<\/li>\n
- \n
Source Account (Debit): <\/strong>Select Staff Accounts template.<\/div>\n<\/li>\n- \n
Target Account Type (Credit):<\/strong>\u00a0Select Salary Accounts template.<\/div>\n<\/li>\n- \n
Default Target Account:\u00a0<\/strong>Select Salaries to Be Paid template.<\/div>\n<\/li>\n<\/ul>\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n
\u00a04-3- Adding Transaction Type for Deducting Staff Salary from Cash<\/h3>\n
\nIt is necessary to deduct staff salary payments from cash account. Go to\u00a0Manage\u00a0> Accounts > Transaction Types<\/strong>\u00a0from here click on\u00a0Add Account Transaction Type<\/strong>\u00a0link.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-08-1024x576.jpg\")
<\/p>\n- \n
- \nAccount Transaction Type Name:\u00a0<\/strong>Field to write name of account transaction type. (For example; Staff Salary Cash Deduction)<\/div>\n<\/li>\n
- \n
Source Account Type (Debit):\u00a0<\/strong>Select Payment Accounts template.<\/div>\n<\/li>\n- \n
Target Account Type (Credit):\u00a0<\/strong>Select Salary Accounts template.<\/div>\n<\/li>\n- \n
Default Source Account: <\/strong>Select Cash Account.<\/div>\n<\/li>\n- \n
Default Target Account:\u00a0<\/strong>Select Paid Salaries template.<\/div>\n<\/li>\n<\/ul>\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n<\/div>\n
5- Adding Document Types<\/h2>\n
5-1-\u00a0Adding Salary Progress Document<\/span><\/strong><\/p>\n
Go to Manage > Accounts > Document Types<\/strong> from here click on Add Document Type<\/strong> link.<\/p>\n
General Settings Section;<\/strong><\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/04\/cc-1024x576.jpg\")
<\/p>\n- \n
- \nName: <\/strong>Field to write name of document. (For example; Progress)\u00a0<\/strong><\/div>\n<\/li>\n
- \n
Button Header:<\/strong>\u00a0Field to write the name that is desired to be seen on button. (For example; Progress)<\/div>\n<\/li>\n- \n
Account Template:<\/strong>\u00a0Select Staff Accounts template.<\/div>\n<\/li>\n- \n
Document Type:<\/strong>\u00a0Select Staff Salary Progress title from Add Account Transaction Type link.<\/div>\n<\/li>\n<\/ul>\nBatch Create Section;<\/strong><\/p>\n
Select Batch Create box and leave filter field as all.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/04\/dd-1024x576.jpg\")
<\/p>\nMappings Section;<\/strong><\/p>\n
\nDetermine terminal, role and department to see and use the payment document by adding at least one line. In case of it is desired to restrict access to this document by staff then select user role as Admin.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/04\/ee-1024x576.jpg\")
<\/p>\n<\/div>\n<\/p>\n
5-2- Adding Salary Payment Document<\/h3>\n
\n\n\n\nGo to Manage > Accounts > Document Types<\/strong> from here click on Add Document Type<\/strong> link.<\/p>\n<\/div>\n
General Settings Section;<\/strong><\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-10-1024x576.jpg\")
<\/p>\n- \n
- \nName: <\/strong>Field to write name of document. (For example; Salary Payment)\u00a0<\/strong><\/div>\n<\/li>\n
- \n
Button Header:<\/strong>\u00a0Field to write the name that is desired to be seen on button. (For example; Pay Salary)<\/div>\n<\/li>\n- \n
Account Template:<\/strong>\u00a0Select Staff Accounts template.<\/div>\n<\/li>\n- \n
Default Amount:<\/strong>\u00a0Select [Balance] in this field.<\/div>\n<\/li>\n- \n
Document Type:<\/strong>\u00a0Select Staff Salary Transaction and Staff Salary Cash Deduction titles from Add Account Transaction Type link.<\/div>\n<\/li>\n<\/ul>\nBatch Create Section;<\/strong><\/p>\n
Select Batch Create box and leave filter field as all.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-11-1024x576.jpg\")
<\/p>\n<\/div>\nMappings Section;<\/strong><\/p>\n
\nDetermine terminal, role and department to see and use the payment document by adding at least one line. In case of it is desired to restrict access to this document by staff then select user role as Admin.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-12-1024x576.jpg\")
<\/p>\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n<\/div>\n
6- Adding Staff Account Screen<\/h2>\n
\nGo to Manage > Accounts > Account Screens<\/strong> from here click on Add Account Screen<\/strong> link.<\/p>\n<\/div>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-13-1024x576.jpg\")
<\/p>\n- \n
- \nName:<\/strong>\u00a0Field to write the name of account screen. (For example; Staff)<\/div>\n<\/li>\n
- \n
Filter Type:<\/strong>\u00a0Select according to need.<\/div>\n<\/li>\n- \n
Account Template:<\/strong>\u00a0Select Salary Accounts and Staff Accounts by clicking on select account template link.<\/div>\n<\/li>\n<\/ul>\nAfter completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n
Once you finished with all the process, it will be possible to see salary details of staff from Accounts menu on the navigation screen.<\/p>\n
![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/03\/4-6-How-to-Manage-Staff-Salaries-and-Payments-14-1024x576.jpg\")
<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"By using SambaPOS Account System, you can manage salaries of the staff. 1- Adding Salary Account Type Go to Manage > Accounts > Account Types from here click on Add Account Type\u00a0link. Name:\u00a0Field to write name of account template. (For example; Salary Accounts) Filter Type:\u00a0Select All option. Rules:\u00a0Select Default option. After completing necessary fields, click […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-12210","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/12210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=12210"}],"version-history":[{"count":14,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/12210\/revisions"}],"predecessor-version":[{"id":14390,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/12210\/revisions\/14390"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=12210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=12210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=12210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- \n
- \n
- \n
- \n
- \n
- \n
- Account Template:<\/strong>\u00a0Select Salary Account template.<\/li>\n<\/ul>\n
- \n
- \n
- Filter Type:<\/strong>\u00a0Select All option.<\/li>\n