The Pay Summary screen provides a break down of each resource's time, showing you the amount of time that is still to be approved and paid. From here you can easily run pay batches for your current pay period, overdue periods or a custom period of your choosing.
At the top of the screen you can view the total Overdue, Current Pay, Total Payroll and Draft amounts outstanding.
Overdue is the total payable amount (the payable value of Approved time) that hasn’t yet been paid, which falls before the Current Pay period.
Current Pay is the total payable amount that falls in the Current Pay period. The Current Pay period is based off the end date of the last Invoxy sent pay, and the Default Pay Cycle you’ve set under Manage > Settings.
Total Payroll is the total payable amount for your resources. Overdue + Current Pay + any other payable time.
Draft is the total value of Draft pay runs that have not been sent. The amounts in your draft pays are still considered payable and are included in the the three figures described above until those pays are moved to the sent folder.
For each resource you can see their Last Payment Date (the pay date of the last pay sent which included that resource), amount of Approved Time, Paid Time and the Net Payable (the value of unpaid Approved Time in the selected period).
You can also expand a single resource to view more information detailing the placements that make up the resource's time.
Here we can see the details of the resource's placements for the selected period, and the totals of any entries that are unapproved or payable. For payable entries the Net Payable amount will also be shown.
You can click View Time to open a window showing all entries for the Resource for the selected period.
If any of the time in the period is unapproved, the status icon will display next to the entry.
If the resource has a mix of payable and unapproved time it's still possible to run a pay that includes them - the pay would include only the approved time for that resource (unless Time Requires Approval is not set for your company). To include all the time in the pay you can chase up the resource if they haven’t yet requested approval (Time > Week Summary) or the approver if the approval has been requested but not yet approved (Time > Approval Requests) before running the pay.
If you wish to pay a different period than the Current Pay period can use the Select Period drop down to select a Custom period, or all Overdue payable time.
If you then tick All Resources and click New Pay Run you can quickly and easily create a pay run for the specified period.
If your Invoxy account is integrated with another Payroll system some of the functionality on the Pay Summary screen will be customised to suit. You can find more details here: